Job Overview:
This role offers an exceptional opportunity for a skilled professional to excel in client management and innovation.
As a key member of our Client Account Management team, you will be responsible for managing client accounts with precision and expertise.
You will collaborate closely with various teams across operational and IT departments, driving process innovation and teamwork excellence.
With the flexibility to manage your workload in a dynamic environment, you will have the chance to make a meaningful impact on our business operations.
Key Responsibilities:
Develop and maintain a portfolio of companies administering employee share plans within a team framework.
Engage with customers/clients on operational transactions related to their share plan program, ensuring seamless execution.
Process operational transactions efficiently, including data management, reconciliation, processing, reporting, and problem-solving, minimizing risk.
Organize, develop, and maintain procedural and process documentation related to client companies' programs, ensuring accurate transaction processing.
Identify opportunities for new system tools and enhancements, implementing projects to enhance business operations.
Serve as a point of contact for Client Accounts, fostering excellent relations with key business partners.
Required Qualifications, Capabilities, and Skills:
Excellent communication skills, with proven numeric, financial analysis, documentation, and procedural skills required.
Proficiency in computer skills, including Microsoft Excel and Word, is essential.
Demonstrate commercial acumen, with an ability to innovate and act proactively.
Ability to prioritize and adhere to tight deadlines, with a focus on quality and results.
Benefits:
J.P. Morgan Wealth Management Solutions fosters a culture of diversity, equity, and inclusion, committed to building an equitable workforce representing the communities we serve.
We understand the importance of work-life balance and offer comprehensive parental leave offerings, inclusive family building programs, and discounted childcare.
Our Business Resource Groups (BRGs) serve as supportive networks for employees to share, develop, and create community together.
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