At a Glance
- Tasks: Manage client accounts and innovate team processes in a dynamic environment.
- Company: Join a forward-thinking company focused on exceptional client management.
- Benefits: Flexible workload, collaborative culture, and opportunities for professional growth.
- Other info: Ideal for those looking to make an impact in a vibrant team.
- Why this job: Be a key player in enhancing client solutions and business operations.
- Qualifications: Strong communication, analytical skills, and experience in client-facing roles.
The predicted salary is between 30000 - 40000 £ 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.
Workplace Solutions - Plan Management Analyst, Leeds employer: JPMorganChase
As a leading employer in Leeds, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in client management roles. With a strong focus on professional development, we offer numerous growth opportunities and the flexibility to manage your workload in a dynamic environment, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Workplace Solutions - Plan Management Analyst, Leeds
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your skills align with their needs, especially in client management and innovation.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources to get comfortable with common questions. This will help you communicate your experience effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Workplace Solutions - Plan Management Analyst, Leeds
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 management experience and any innovative solutions you've implemented in previous roles.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Plan Management Analyst role. Share specific examples of how you've managed client accounts and improved processes in the past.
Show Off Your Skills:Don’t forget to showcase your excellent communication and numerical skills. Mention your proficiency with tools like Excel and Word, as these are key for the role.
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!
How to prepare for a job interview at JPMorganChase
✨Know Your Client Management Skills
Make sure you can talk confidently about your experience in client management. Prepare examples of how you've successfully managed client accounts or resolved issues in the past. This will show that you understand the importance of building strong relationships with clients.
✨Brush Up on Your Financial Analysis
Since the role involves financial analysis and documentation, be ready to discuss your numeric skills. You might want to review basic financial concepts and be prepared to explain how you've used Excel for data management or reporting in previous roles.
✨Show Off Your Problem-Solving Skills
Think of specific instances where you've tackled challenges in a dynamic environment. Be ready to share how you approached these problems, what solutions you implemented, and the outcomes. This will demonstrate your ability to innovate and adapt.
✨Prepare Questions About Team Collaboration
Since the job involves working closely with various teams, come prepared with questions about their collaborative processes. This shows your interest in teamwork and helps you gauge how well you might fit into their culture.