Workplace Solutions - Plan Management Associate/analyst jobs at Jpmorgan in United Kingdom, Leeds

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

As a Client Relationship Manager within Workplace Solutions, you will be viewed as a trusted partner by our client base. Your core responsibilities will involve managing relationships with users and decision makers in the account, managing revenue and growth objectives, and being accountable for customer and partner satisfaction. You will be expected to demonstrate ambition, resilience, and a strong technical orientation. Your role will involve ensuring the customer receives the utmost value from the Workplace Solutions product, leveraging internal subject matter experts to help customers optimise their investment, and working closely with implementations, operations and service desk teams. You will also be responsible for actively growing an existing account base to identify new value creation opportunities.

Job Responsibilities

• Develop and maintain strong relationships with multiple clients as assigned.
• Build depth in relationship by initiating contact and developing a relationship with decision makers.
• Manage the post-sales relationship for strategically significant accounts.
• Serve as the primary client contact and advocate for day to day and escalated issues and requests.
• Establish and maintain customer satisfaction across named accounts through account planning, proactive client communications, issue remediation and containment, as well as performance measurement.
• Meet assigned targets for profitable sales volume and growth objectives in assigned accounts.
• Keep up to date with industry information which could provide value to your clients or value internally.
• Build network of share plans advisors and experts in your region

Required Qualifications, Skills and Capabilities.

• Share Plan Experience is essential
• Experience in Relationship Management in global companies.
• Proactive by nature. Go above and beyond to serve as a trusted adviser for your customers.
• Exceptional personal, listening, written and verbal communication skills are a must.
• Proven track record of successfully building and nurturing multi-level client relationships.
• Ability to lead and motivate, develop clear and creative solutions to complex problems and manage multiple initiatives simultaneously.
• Ability to understand customer requirements, identify, up-sell and cross-sell opportunities.

Preferred Qualifications, Skills and Capabilities.

• Experience working with Cloud-Based software
• Project management experience with excellent organizational skills.
• Success orientated spirit with focus on customer delight.
• Superior critical thinking, decision making and problem solving skills.