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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.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Be part of a diverse team making a real impact in financial services.
- Qualifications: Strong communication, analytical skills, and proficiency in Excel required.
- Other info: Embrace a culture of diversity and inclusion while building your career.
The predicted salary is between 28800 - 48000 £ per year.
Workplace Solutions – Financial Services Analyst
Join to apply for the Workplace Solutions – Financial Services Analyst role at JPMorganChase
Workplace Solutions – Financial Services Analyst
Join to apply for the Workplace Solutions – Financial Services Analyst role at JPMorganChase
Job Description
If you are seeking a client facing role that promotes exceptional client management and innovation this may be the position for you.
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 Financial Services Analyst 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
ABOUT US
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
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.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Workplace Solutions - Plan Management Associate/Analyst employer: JPMorganChase
Contact Detail:
JPMorganChase Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Workplace Solutions - Plan Management Associate/Analyst
✨Tip Number 1
Network like a pro! Reach out to current employees at JPMorganChase on LinkedIn. Ask them about their experiences and any tips they might have for landing the Financial Services Analyst role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by practising common questions related to client management and financial analysis. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you showcase your skills effectively!
✨Tip Number 3
Show off your problem-solving skills during the interview! Think of examples where you've tackled challenges in previous roles. Highlight how you innovated processes or improved client relations – that’s what they’re looking for!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at JPMorganChase. Good luck!
We think you need these skills to ace Workplace Solutions - Plan Management Associate/Analyst
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Services Analyst role. Highlight your client management skills and any relevant experience that shows you can innovate and work in a team.
Show Off Your Skills: Don’t forget to showcase your excellent communication and numerical skills. Use specific examples from your past experiences to demonstrate how you've successfully managed accounts or solved problems.
Be Professional Yet Personable: While we want to see your professional side, don’t hesitate to let your personality shine through. A friendly tone can make your application stand out and show us that you’re a great fit for our team culture.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows us you’re serious about joining our team!
How to prepare for a job interview at JPMorganChase
✨Know Your Numbers
As a Financial Services Analyst, you'll need to demonstrate strong numeric and financial analysis skills. Brush up on your financial concepts and be ready to discuss how you've used data to solve problems in the past. This will show that you can handle the analytical side of the role.
✨Client Management is Key
Since this role involves client interaction, prepare examples of how you've successfully managed client relationships. Think about times when you went above and beyond to meet a client's needs or resolved a challenging situation. This will highlight your client-facing skills.
✨Showcase Your Tech Savvy
Familiarise yourself with Microsoft Excel and any other relevant software tools. Be prepared to discuss how you've used technology to improve processes or enhance client solutions. This will demonstrate your ability to innovate and adapt in a dynamic environment.
✨Prepare for Process Questions
Expect questions about how you would document and maintain procedural processes. Think about your approach to organisation and risk management. Being able to articulate your methods will show that you're detail-oriented and capable of minimising risks in transaction processing.
