Workplace Solutions - Plan Management Associate, Leeds

🏢 JP Morgan
📍 LEEDS, United KingdomFull-timeOn-site
📅 Posted: 1mo ago🔄 Updated: 1mo ago
CV%
✨ AI Summary
The Plan Management Associate role is a client-facing position focused on managing employee share plans. Responsibilities include managing a portfolio of companies, interacting with clients on operational transactions, processing transactions accurately and efficiently, and maintaining procedural documentation. The role also involves identifying system enhancements and implementing projects to improve business operations while fostering strong client relationships and innovative solutions.
Required Skills
Soft Skills & Professional Competencies
CommunicationPrioritization
Other
numeric analysisprocedural skillsinnovationpro-activedeadline adherence
Finance, Legal & Governance
Financial Analysis
Information Technology
Technical Documentation
Productivity & Workplace Tools
ExcelWord
Business, Sales & Management
Commercial Awareness
Requirements
Excellent communication, numeric, financial analysis, documentation, and procedural skills are required. Proficiency in Microsoft Excel and Word, commercial acumen, pro-activeness, and the ability to prioritize and meet deadlines are essential. Previous experience in a client-facing role within a corporate environment is also necessary.
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
  • 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 
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00