We are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide. We operate like a start-up, embedded within a leading global financial institution. We are working together in powerful partnership to ethically disrupt the financial services market in the UK. 

Our vision is to inspire and equip our customers to get more from their money, all from the palm of their hand, with our innovative mobile app, supported by our friendly and knowledgeable customer support team.
Our team is at the heart of building this venture, focused on developing offerings that put the customer at the centre.

As an ISA Transfer 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:
 

Process all ISA, Junior ISA and Lifetime ISA Transfers In and Out of Nutmeg   Understand and process 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 Equisoft/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 Good Microsoft office skills, specifically Excel  Financial Services Operations Management experience  ISA, JISA & LISA administrative knowledge and experience