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 processes
- Understanding of personal pension contributions processes
- Understanding of personal pension drawdown processes
- Excellent organizational skills to manage and prioritize workload
- Passion for delivering a seamless end-to-end customer experience
- Ability to engage in customer experience discussions and help customers
- Curiosity and willingness to succeed
- Ability to work full-time in the office
- Proficiency in Microsoft Office, especially Excel
- Familiarity with CRM systems such as Salesforce
- Understanding of defined contribution pension schemes
- Experience supporting process improvement initiatives
- Strong communication and stakeholder management skills
- Previous customer service or client-facing experience
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 broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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