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ISA Transfer Specialist

Aumni

Aumni

London, UK
Posted on Sep 26, 2024
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Job Description

We are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide. We operate like a start-up, embedded within a leading global financial institution. We are working together in powerful partnership to ethically disrupt the financial services market in the UK.


Our vision is to inspire and equip our customers to get more from their money, all from the palm of their hand, with our innovative mobile app, supported by our friendly and knowledgeable customer support team.
Our team is at the heart of building this venture, focused on developing offerings that put the customer at the centre.


As an ISA Transfer Specialist, you will be part of the ISA Transfer Team who are responsible for processing all ISA, Junior ISA and Lifetime ISA Transfers In and Out of Nutmeg. You will responsible for understanding and processing the end to end transfer journey for customers in addition to ensuring an excellence experience for the customers submitting transfers. You’ll also be expected to make significant contributions towards changing and improving processes whilst taking initiative to drive forward your own career and development.

Job responsibilities:

  • Process all ISA, Junior ISA and Lifetime ISA Transfers In and Out of Nutmeg
  • Understand and process the end to end transfer journey for customers in addition to ensuring an excellence experience for the customers submitting transfers
  • Make significant contributions towards changing and improving processes whilst taking initiative to drive forward your own career and development

Required qualifications, capabilities, and skills

  • A good understanding of the technical aspects of transferring assets between providers, with Subject Matter Expert experience of transfer systems such as Equisoft/Altus or Origo
  • Familiar with using CRM systems such as Salesforce
  • Excellent organisational skills, able to manage and prioritise own workload across multiple workstreams
  • Passionate about delivering a seamless end to end customer experience, creating multiple contact points along the way and ensuring that client queries and requests are managed in line with quality and service standards
  • Ability to engage in debate on customer experience and a genuine desire to help customers
  • Good Microsoft office skills, specifically Excel
  • Financial Services Operations Management experience
  • ISA, JISA & LISA administrative knowledge and experience

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
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