JP Morgan Personal Investing is looking for a highly motivated individual with a passion for great customer service to join our Pension Operations team as an Operations Analyst. You will manage a variety of pension operations functions, including transfers, drawdown, and contributions, ensuring an excellent customer experience. You will also contribute to process improvements and take initiative in driving your career and development forward. This is an unrivalled opportunity to be part of an ambitious growth agenda, backed by the resources and reputation of a major global bank.
Job Responsibilities:
• Manage pension operations functions including transfers, drawdown, and contributions.
• Understand and process the end-to-end transfer journey for customers.
• Contribute to changing and improving processes.
• Collaborate with internal teams to resolve operational issues.
• Maintain up-to-date knowledge of pension products and procedures.
• Ensure compliance with regulatory requirements and company policies.
• Support the implementation of strategic change initiatives.
• Prioritize and manage workload across multiple workstreams.
Required Qualifications, Capabilities, and Skills:
• Demonstrable understanding of the personal pension transfer, contributions and drawdown processes.
• Excellent organizational skills to manage and prioritize workload.
• 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.
• Curiosity and a will to succeed.
• Ability to work in the office on a full-time basis.
Preferred Qualifications, Capabilities, and Skills:
• Proficiency in Microsoft Office, especially Excel.
• Familiarity with CRM such as Salesforce.
• Understanding of DC pension schemes.
• Experience supporting process improvement initiatives.
• Strong communication and stakeholder management skills.
• Previous experience in customer service or client-facing roles.
Skills Required
- Demonstrable understanding of personal pension transfer, contributions and drawdown processes.
- Excellent organizational skills to manage and prioritize workload.
- 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.
- Curiosity and a will to succeed.
- Ability to work in the office on a full-time basis.
- Proficiency in Microsoft Office, especially Excel.
- Familiarity with CRM such as Salesforce.
- Understanding of DC pension schemes.
- Experience supporting process improvement initiatives.
- Strong communication and stakeholder management skills.
- Previous experience in customer service or client-facing roles.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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