Workplace Solutions - Plan Management Associate/Analyst

JPMorganChase; Leeds; On-site; GBP 40,000 - 55,000; Full time

Job summary

A global financial services leader in Leeds is seeking a Plan Management Analyst/Associate to manage client accounts and collaborate with various teams. The role requires excellent communication, strong financial analysis skills, and a client-facing background. Ideal candidates will have 2+ years of experience and a third-level qualification. The organization offers a dynamic environment promoting innovation and teamwork.

Qualifications

• 2+ years experience within a similar position is advantageous.
• Ability to prioritise and adhere to tight deadlines.
• Proven numeric and documentation skills required.

Responsibilities

• Manage a portfolio of Companies administering employee share plans.
• Interact with clients on operational transactions.
• Ensure accurate transaction processing and minimize risk.
• Identify new system tools and enhancements.

Skills

Excellent communication skills

Financial analysis

Microsoft Excel

Commercial acumen

Client-facing experience

Education

Third level qualification

Tools

Microsoft Word

Job description

If you are seeking a client-facing role that promotes exceptional client management and innovation, this may be the position for you.

As a Plan Management Analyst/Associate within our Client Account Management team, you will be responsible for managing client accounts. You will work closely with various teams across our operational and IT departments, playing a key role in innovating team processes.

You will have the flexibility to manage your workload in a dynamic environment and the chance to collaborate with diverse teams.

Job Responsibilities:

• Manage a portfolio of Companies administering employee share plans within a team framework
• Interact with customers/clients on operational transactions related to their share plan program.
• Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Organize, develop and maintain procedural and process documentation related to client companies' program(s) to ensure accurate transaction processing and minimize risk.
• Assist in identifying new system tools and enhancements to existing systems.
• Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
• Create and maintain excellent relations with key business partners as well as identify innovative client solutions.

Required Qualifications, Capabilities and Skills:

• Excellent communication skills
• Proven numeric, financial analysis, documentation and procedural skills required
• Excellent computer skills including Microsoft Excel and Word
• Demonstrate commercial acumen with an ability to be innovative & pro-active
• Ability to prioritise and adhere to tight deadlines
• Previous exposure to a client-facing role within a corporate environment

Preferred Qualifications, Capabilities and Skills:

• Third level qualification
• 2+ years experience within a similar position is advantageous

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

We are an equal opportunity employer and are committed to providing a workplace that is free from discrimination and harassment.