Location
London
Hours
Full Time, office-based
Salary
Not specified
About the Role
JP Morgan Personal Investing is seeking a highly motivated individual with a passion for excellent customer service to join our Pension Operations team as an Operations Analyst. In this role, you will manage a variety of pension operations functions including transfers, drawdown, and contributions, ensuring an outstanding customer experience. You will be responsible for understanding and processing the end-to-end transfer journey for customers, contributing to process improvements, and collaborating with internal teams to resolve operational issues. This role offers a unique opportunity to be part of an ambitious growth agenda, supported by the resources and reputation of a major global bank. You will also maintain up-to-date knowledge of pension products and procedures, ensure compliance with regulatory requirements and company policies, support strategic change initiatives, and prioritize workload across multiple workstreams.
Experience
- Demonstrable understanding of personal pension transfer, contributions, and drawdown processes
- Previous experience in customer service or client-facing roles preferred
- Experience supporting process improvement initiatives is advantageous
About you
- Excellent organizational skills with the ability to manage and prioritize workload effectively
- Passionate about delivering a seamless end-to-end customer experience
- Ability to engage in constructive debate on customer experience with a genuine desire to help customers
- Curious, motivated, and driven to succeed
- Ability to work full-time in the office environment
- Strong communication and stakeholder management skills
Qualifications
- Proficiency in Microsoft Office, especially Excel
- Familiarity with CRM systems such as Salesforce preferred
- Understanding of Defined Contribution (DC) pension schemes is desirable
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