Nutmeg, a J.P. Morgan company, is the UK's largest digital wealth manager, committed to clarity and transparency for investors. Since our launch in 2012, we've grown to manage over £5 billion for more than 200,000 clients. Our innovative platform blends user-friendly digital services with market-leading human advice, complementing Chase's digital banking services in the UK. As a Pension Transfer/Operations Specialist, you'll play a vital role in managing pension operations and driving process improvements, all while advancing your career in a dynamic environment.
As a Pension Transfer/Operations Specialist in the Pension Transfer/Operations Team, you will manage various pension operations functions such as transfers, drawdown, and pension contributions. You will be responsible for understanding and processing the end-to-end transfer journey for customers, ensuring an excellent experience for those submitting transfers. You'll also contribute significantly to process improvements and take initiative in driving your career and development forward.
- Manage pension operations functions including transfers, drawdown, and contributions.
- Understand and process the end-to-end transfer journey for customers.
- Ensure an excellent experience for customers submitting transfers.
- Contribute to changing and improving processes.
- Take initiative to drive your career and development forward.
- Understanding of asset transfer technical aspects, with expertise in Origo transfer systems.
- Familiarity with CRM systems like Salesforce.
- Excellent organizational skills to manage and prioritize workload across multiple workstreams.
- Passion for delivering a seamless end-to-end customer experience.
- Ability to engage in debate on customer experience and a genuine desire to help customers.
- Proficiency in Microsoft Office, especially Excel.
- Knowledge of award-winning ISAs and investment accounts.
- Experience in providing financial planning and advice alongside client services.
