Workplace Solutions - Plan Management Associate, Leeds

Aumni; Leeds; On-site; GBP 35,000 - 60,000; Full time

Job summary

J.P. Morgan is seeking a Plan Management Analyst/Associate to manage a portfolio of employee share plans for client accounts.

You will collaborate with operations and IT teams to drive process improvements and innovative client solutions, while ensuring timely processing and risk mitigation in a dynamic environment. The role emphasizes client-facing responsibilities, operational excellence, and the development of procedural documentation to support accurate transaction processing across client

Qualifications

• Excellent communication skills.
• Proven numeric, financial analysis, documentation and procedural skills.
• 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.
• 2+ years experience within a similar position is advantageous.

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 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.

Skills

Communication skills

Financial analysis

Documentation

Procedural skills

Excel

Word

Commercial acumen

Time management

Education

Third level qualification

Tools

Excel

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

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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.

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