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Workplace Solutions - Plan Management Associate
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-09-12
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Banking Operations, Financial Analyst
Job Description & How to Apply Below
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.
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
Skills:
- Third level qualification
- 2+ years experience within a similar position is advantageous
Position Requirements
10+ Years
work experience
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