Workplace Solutions - Equity Plan Management - Associate

Job Description
JPMorgan Workplace Solutions addresses the financial needs of employers and their employees using a suite of firmwide products such as equity compensation and executive services. The firm entered the equity compensation industry with our acquisition of Global Shares. We are committed to building the industry's best stock plan administration software and services offering that allows our customers to attract and retain key employees.

As an Equity Plan Management Associate within Workplace Solutions, you will join our dynamic Equity Plan Management team. You will play an integral part in delivering exceptional client service and driving innovation in a fast-paced environment. In this role, you will manage client accounts, collaborate with teams across operations and IT, and contribute to the enhancement of team processes. This position offers significant opportunities for career growth and the chance to work with diverse teams.

Job Responsibilities

• Manage a portfolio of companies administering employee share plans within a team framework.
• Interact with customers and clients on operational transactions related to their share plan programs.
• Execute 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' programs 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 relationships with key business partners and identify innovative client solutions.

• Bachelor's degree or equivalent.
• 3+ years' experience within a similar position.
• Share plan administration experience and share plan knowledge.
• Proven numeric, financial analysis, documentation, and procedural skills.
• Excellent communication skills.
• Excellent computer skills, including Microsoft Excel and Word.
• Demonstrated commercial acumen with an ability to be innovative and proactive.
• Ability to prioritize and adhere to tight deadlines.

• Target-driven and success-oriented mindset with a focus on customer satisfaction.
• Superior critical thinking, decision-making, and problem-solving skills.