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For Companies At a Glance
- Tasks: Manage client accounts and innovate team processes in a dynamic environment.
- Company: Join J.P. Morgan, a global leader in financial services with a focus on diversity.
- Benefits: Gain valuable experience, develop skills, and work with diverse teams.
- Why this job: Be at the forefront of client management and make a real impact.
- Qualifications: Strong communication, analytical skills, and previous client-facing experience required.
- Other info: Opportunities for career growth and a supportive, inclusive workplace.
The predicted salary is between 28800 - 48000 £ per year.
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 is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. We are an equal opportunity employer and are committed to providing a workplace that is free from discrimination and harassment.
Workplace Solutions - Plan Management Associate / Analyst in Guiseley employer: Jpmorgan Chase & Co.
Contact Detail:
Jpmorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Workplace Solutions - Plan Management Associate / Analyst in Guiseley
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills align with the role of Plan Management Analyst/Associate. Highlight your client-facing experience and problem-solving abilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Workplace Solutions - Plan Management Associate / Analyst in Guiseley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your client-facing experience and any relevant financial analysis skills to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this position. Share specific examples of how you've managed client accounts or improved processes in previous roles, so we can see your innovative side!
Show Off Your Communication Skills: Since this role involves interacting with clients, it’s crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to reflect how you would communicate with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Know Your Client Management Skills
Make sure you can clearly articulate your experience in client-facing roles. Think of specific examples where you've successfully managed client accounts or resolved issues. This will show that you understand the importance of exceptional client management, which is key for this role.
✨Brush Up on Your Financial Analysis
Since the job requires strong numeric and financial analysis skills, be prepared to discuss your experience with data management and reconciliation. You might even want to practice explaining complex financial concepts in simple terms, as this will demonstrate your communication skills.
✨Familiarise Yourself with Process Documentation
The role involves maintaining procedural documentation, so it’s a good idea to review any relevant processes you've worked with in the past. Be ready to discuss how you’ve organised and developed documentation to ensure accuracy and minimise risk.
✨Show Your Innovative Side
Think about times when you've identified new tools or enhancements in your previous roles. Be prepared to share these examples during the interview, as they’ll highlight your proactive approach and ability to innovate, which are crucial for enhancing business operations.
