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Workplace Solutions - Plan Management Associate/Analyst

JP Morgan

0 - 3 years

Colorado

Posted: 23/05/2026

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 Company

JP Morgan Chase & Co. is one of the world's largest and most prestigious financial institutions, headquartered in New York City. It operates in over 100 countries, providing a wide range of financial services including investment banking, asset management, commercial banking, and wealth management.The company serves corporations, governments, institutions, and individual clients, offering expertise in areas such as mergers and acquisitions (M&A), securities trading, and credit management. Known for its global reach and financial strength, JP Morgan is a leader in innovation and sustainability within the banking industry.

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