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Workplace Solutions - Plan Management Associate

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-09-13
Job specializations:
  • Finance & Banking
    Banking Operations, Financial Analyst
Salary/Wage Range or Industry Benchmark: 32000 - 42000 GBP Yearly GBP 32000.00 42000.00 YEAR
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.
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
Position Requirements
10+ Years work experience
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