Join Nutmeg, part of the JPMorgan Chase family, as we ethically disrupt the UK financial services market. We operate like a start-up within a global institution, empowering customers to manage their finances seamlessly with our innovative mobile app. As an ISA Transfer Specialist, you'll be at the heart of our mission, ensuring smooth and efficient ISA transfers while contributing to process improvements. Be part of a team that values customer-centric solutions and continuous development.

As an ISA Transfer Specialist in the ISA Transfer Team, you will be responsible for processing all ISA, Junior ISA, and Lifetime ISA transfers in and out of Nutmeg. You will work with us to understand and manage the end-to-end transfer journey for customers, ensuring an excellent experience. This role offers the opportunity to contribute to process improvements and drive your career development.

Job Responsibilities

• Process all ISA, Junior ISA, and Lifetime ISA transfers in and out of Nutmeg.
• Understand and manage 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 forward your own career and development.

Required Qualifications, Capabilities, and Skills

• Good understanding of technical aspects of transferring assets between providers.
• Subject Matter Expert experience with transfer systems like Equisoft/Altus or Origo.
• Familiarity with CRM systems such as Salesforce.
• Excellent organizational skills to manage and prioritize workload across multiple workstreams.
• Passionate about delivering a seamless end-to-end customer experience.
• Ability to engage in debate on customer experience and a genuine desire to help customers.
• Proficiency in Microsoft Office, specifically Excel.
• Financial Services Operations Management experience.
• ISA, JISA, and LISA administrative knowledge and experience.

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