Nutmeg - Pension Transfer Specialist

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.

Job Responsibilities:
• 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.

Required Qualifications, Capabilities, and Skills:
• 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.

Preferred Qualifications, Capabilities, and Skills:
• Proficiency in Microsoft Office, especially Excel.
• Knowledge of award-winning ISAs and investment accounts.
• Experience in providing financial planning and advice alongside client services.

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.