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 Financial Services Analyst 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. Strong written and verbal communication through the Italian language. Preferred Qualifications, Capabilities and Skills: Third level qualification. Fluency in Spanish or German is beneficial, but not essential. J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce.
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