Workplace Solutions - Plan Management Associate/Analyst
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Job Location:
Monthly Salary:
Posted on:
24-08-2025
Vacancies:
1 Vacancy
Department:
Job Summary
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.
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
