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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Workplace Solutions - Plan Management Associate/Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

Client-facing role within J.P. Morgan Wealth Management Solutions responsible for managing a portfolio of companies administering employee share plans. The role involves processing operational transactions, data management, reconciliation, documentation and acting as a point of contact for client accounts while liaising with operational and IT teams. The associate/analyst will help implement projects and system enhancements to improve processes and must demonstrate strong numeric, communication and Excel skills.

Compensation
Not specified

Currency: Not specified

City
Cork
Country
Ireland

Full Job Description

Location: Cork, Ireland

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 Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

As a Plan Management Analyst/Associate you will play an integral part in the daily management of our clients.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

17 days ago

clicks

Workplace Solutions - Plan Management Associate/Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Cork

Country: Ireland

Client-facing role within J.P. Morgan Wealth Management Solutions responsible for managing a portfolio of companies administering employee share plans. The role involves processing operational transactions, data management, reconciliation, documentation and acting as a point of contact for client accounts while liaising with operational and IT teams. The associate/analyst will help implement projects and system enhancements to improve processes and must demonstrate strong numeric, communication and Excel skills.

Full Job Description

Location: Cork, Ireland

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 Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

As a Plan Management Analyst/Associate you will play an integral part in the daily management of our clients.