
Workplace Solutions - Plan Management Associate/Analyst
at J.P. Morgan
Posted 17 days ago
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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
- City
- Cork
- Country
- Ireland
Currency: Not specified
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.



