Wealth management advisor Work, Jobs in Saltaire (with Salaries)

Workplace Solutions - Plan Management Associate, Leeds
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
13d
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Work from home
Quick apply
Customer Solutions Advisor
Rhenus SE & Co. KG —Bradford
- Full-time
- Microsoft Word
- Data entry
- Communication skills
- Free parking
- Employee assistance programme
Senior Quality Governance Lead
Bradford Teaching Hospitals NHS Foundation Trust —Bradford
- £66,582 - £77,368 a year
- Full-time
- Hospital
- Continuous improvement
- Budgeting
6d
Assistant Manager – Operations (Private Office ...
Isio Group —Leeds
- Continuous improvement
HR Advisor (FTC - Maternity Cover)
AmcoGiffen —Barnsley
- Full-time
- Continuous improvement
- Human resources
- Recruiting
- Life insurance
Quick apply
Sales Director - Asset Management (New Business)
UST —Leeds
- Master's degree
- Business development
- Bachelor's degree
Quick apply
Private Client Advisory Tax Senior Manager
AAB —Leeds
- Hybrid work
- Business development
- Team management
- Annual leave
- Employee assistance programme

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wealth management advisor jobs near saltaire

Workplace Solutions - Plan Management Associate, Leeds

JPMorganChase -
Leeds

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Job details

Full-time
13 days ago

Qualifications

Microsoft Word
Client engagement
Process improvement
Financial analysis
Partnership building
Relationship management
Customer interaction
Multidisciplinary collaboration
Account management
Communication skills

Full job description

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

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 value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Apply Now

Refine Your Search

wealth management advisor jobs in saltaire

Workplace Solutions - Plan Management Associate, Leeds

Will Writing & Estate Planning Advisor - | Full Training |

Customer Solutions Advisor

Senior Quality Governance Lead

Assistant Manager – Operations (Private Office ...

HR Advisor (FTC - Maternity Cover)

Sales Director - Asset Management (New Business)

Private Client Advisory Tax Senior Manager

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