
at J.P. Morgan
Bulge Bracket Investment BanksPosted 10 days ago
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**Workplace Solutions - Plan Management Associate, Leeds** Manage client share plan accounts, liaising with diverse teams. Responsibilities include operational transaction processing, problem-solving, documentation, and driving business enhancements. Requires excellence in communication, numeracy, Microsoft tools, and commercial acumen. Prior client-facing experience and 2+ years in a similar role are preferred. Innovative, proactive professionals welcome.
- Compensation
- Not specified GBP
- City
- Not specified
- Country
- United Kingdom
Currency: £ (GBP)
Full Job Description
Location: LEEDS, WEST YORKSHIRE, United Kingdom
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




