As a Pension Operations Specialist, manage pension functions like transfers and compliance, ensuring excellent customer experiences while improving processes and supporting strategic changes.
Job Description
Join JP Morgan Personal Investing and help 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. You will join at the start of a period of significant change and progress, offering career growth and mobility, supported by a culture that values collaboration and continuous improvement. This is an unrivalled opportunity to be part of an ambitious growth agenda, backed by the resources and reputation of a major global bank.
As a Pension Operations Specialist in the Pension Operations Team, you will manage a variety of pension operations functions, including transfers, drawdown, and contributions. You will work with us to understand and process the end-to-end transfer journey for customers, ensuring an excellent experience for those submitting transfers. You will also contribute to process improvements and take initiative in driving your career and development forward.
Job Responsibilities:• Manage pension operations functions including transfers, drawdown, and contributions.• Understand and process 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 your career and development forward.• 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.• Provide feedback to enhance customer experience and operational efficiency.• Support the implementation of strategic change initiatives.• Prioritize and manage workload across multiple workstreams.
Required Qualifications, Capabilities, and Skills:• Understanding of asset transfer technical aspects, with expertise in Origo transfer systems.• Familiarity with CRM systems like Salesforce.• 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.• Knowledge of award-winning ISAs and investment accounts.• Understanding of DC pension schemes.• Experience in providing financial planning and advice alongside client services.• Experience supporting process improvement initiatives.• Strong communication and stakeholder management skills.• Previous experience in customer service or client-facing roles.
#ICBCareer
Planned start date Early/Mid January 2026
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.
Join JP Morgan Personal Investing and help 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. You will join at the start of a period of significant change and progress, offering career growth and mobility, supported by a culture that values collaboration and continuous improvement. This is an unrivalled opportunity to be part of an ambitious growth agenda, backed by the resources and reputation of a major global bank.
As a Pension Operations Specialist in the Pension Operations Team, you will manage a variety of pension operations functions, including transfers, drawdown, and contributions. You will work with us to understand and process the end-to-end transfer journey for customers, ensuring an excellent experience for those submitting transfers. You will also contribute to process improvements and take initiative in driving your career and development forward.
Job Responsibilities:• Manage pension operations functions including transfers, drawdown, and contributions.• Understand and process 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 your career and development forward.• 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.• Provide feedback to enhance customer experience and operational efficiency.• Support the implementation of strategic change initiatives.• Prioritize and manage workload across multiple workstreams.
Required Qualifications, Capabilities, and Skills:• Understanding of asset transfer technical aspects, with expertise in Origo transfer systems.• Familiarity with CRM systems like Salesforce.• 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.• Knowledge of award-winning ISAs and investment accounts.• Understanding of DC pension schemes.• Experience in providing financial planning and advice alongside client services.• Experience supporting process improvement initiatives.• Strong communication and stakeholder management skills.• Previous experience in customer service or client-facing roles.
#ICBCareer
Planned start date Early/Mid January 2026
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.
Top Skills
Excel
MS Office
Origo Transfer Systems
Salesforce
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