Job Description
Manage client accounts, innovate team processes, and collaborate with diverse teams in a dynamic environment.
As a Financial Services Analyst, you will be responsible for managing a portfolio of companies administering employee share plans, interacting with customers, and executing timely processing of operational transactions.
Key responsibilities include:
- 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 prioritize and adhere to tight deadlines
- Strong written and verbal communication through the Italian language
J.P. Morgan Wealth Management Solutions 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.
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.