Job Description
ISA Transfer Client Services Specialist - Nutmeg/JP Morgan - London - 6 months contract - Hybrid - PAYE
We are seeking a number of ISA Transfer Client Services Specialists to join Nutmeg, JP Morgan's newly acquired Digital Wealth Manager, in London on an initial 6 months contract. To be considered, you should have previous experience in a similar role managing ISA transfers.
The Role
As an ISA Transfer Client Services Specialist, you will be part of the ISA Transfer Team who are responsible for processing all ISA, Junior ISA and Lifetime ISA Transfers In and Out of Nutmeg. You will responsible for understanding and processing the end to end transfer journey for customers in addition to ensuring an excellence experience for the customers submitting transfers.. You'll also be expected to make significant contributions towards changing and improving processes whilst taking initiative to drive forward your own career and development.
Job responsibilities:
* Processing all ISA, Junior ISA and Lifetime ISA Transfers In and Out of Nutmeg
* Understanding and processing the end to end transfer journey for customers in addition to ensuring an excellence experience for the customers submitting transfers
* Make significant contributions towards changing and improving processes whilst taking initiative to drive forward your own career and development
Required qualifications, capabilities, and skills:
* A good understanding of the technical aspects of transferring assets between providers, with Subject Matter Expert experience of transfer systems such as Altus or 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
Preferred qualifications, capabilities and skills:
* Good Microsoft office skills, specifically Excel
* Financial Services Operations Management experience
* ISA, JISA & LISA administrative knowledge and experience
*Please note that this role will be working on a hybrid model of 3 days minimum office based and up to 2 days WFH. When working from home, you'll require you own PC/Laptop.*