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JPMorgan Workplace Solutions - Plan Management Associate/Analyst 
United Kingdom, England, Leeds 
877097283

09.09.2025

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

Preferred Qualifications, Capabilities and Skills:

  • Third level qualification