JPMorgan ISA Transfer Team Specialist 

United Kingdom, England, London 

920917661

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