Workplace Solutions - Plan Management Associate/Analyst
Workplace Solutions - Plan Management Associate/Analyst
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Job Description
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
Preferred Qualifications Capabilities and Skills:
- Third level qualification
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.
Required Experience:
IC
Employment Type
Full-Time
