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Workplace Solutions - Plan Management Associate, Leeds

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 10 days ago

No clicks

**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

Currency: £ (GBP)

City
Not specified
Country
United Kingdom

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 
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

Workplace Solutions - Plan Management Associate, Leeds

Compensation

Not specified GBP

City: Not specified

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

10 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**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.

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 
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