Plan Management Associate/Analyst

Plan Management Associate/Analyst

Plan Information Job Identification 210637887 Job Category Client Operations Management Business Unit Asset & Wealth Management Posting Date 07/23/2026, 07:58 AM Locations Pinnacle, 67 Albion Street, Leeds, LS1 5AA, GB 35 Penrose Wharf, Penrose Quay, Victoria Quarter, Cork, IE-CO, T23 AE8K, IE Job Schedule Full time

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 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

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