Pension Transfer Specialist

Job Description
Nutmeg is the UK's largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. Launched in September 2012, Nutmeg now manages over £4.5bn on behalf of over 200,000 clients who have sought the powerful combination of an easy-to-use, adaptable investment service and market-leading human advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase's digital bank in the UK.
As a Pension Transfer Specialist in our Pension Transfer Team, you will manage various Pension Operations functions such as Transfers, Drawdown, and Pension Contributions. Your role will involve understanding and processing the customer's transfer journey, ensuring a seamless experience. We encourage you to contribute to process improvements and take the initiative in your career development.

• Manages a variety of Pension Operations functions such as Transfers, Drawdown and Pension Contributions
• Understands and processes the end to end transfer journey for customers in addition to ensuring an excellence experience for the customers submitting transfers
• Makes significant contributions towards changing and improving processes whilst taking initiative to drive forward your own career and development.

• A good understanding of the technical aspects of transferring assets between providers, with Subject Matter Expert experience of transfer systems specifically 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

• Financial Services Operations Management experience
• Pension administrative knowledge and experience
• Good Microsoft office skills, specifically Excel

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.