Pension Ops Analyst
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What you'll do
- Manage pension operations functions including transfers, drawdown, and contributions.
- Understand and process the end-to-end transfer journey for customers.
- Contribute to changing and improving processes.
- 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.
- Support the implementation of strategic change initiatives.
- Prioritize and manage workload across multiple workstreams.
What they're looking for
- Demonstrable understanding of the personal pension transfer, contributions and drawdown processes.
- 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.
Nice to have
- Proficiency in Microsoft Office, especially Excel.
- Familiarity with CRM such as Salesforce.
- Understanding of DC pension schemes.
- Experience supporting process improvement initiatives.
- Strong communication and stakeholder management skills.
- Previous experience in customer service or client-facing roles.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
JP Morgan Personal Investing is looking for a highly motivated individual with a passion for great customer service to join our Pension Operations team as an Operations Analyst. You will manage a variety of pension operations functions, including transfers, drawdown, and contributions, ensuring an excellent customer experience. You will also contribute to process improvements and take initiative in driving your career and development forward. This is an unrivalled opportunity to be part of an ambitious growth agenda, backed by the resources and reputation of a major global bank.
Job Responsibilities:
• Manage pension operations functions including transfers, drawdown, and contributions.
• Understand and process the end-to-end transfer journey for customers.
• Contribute to changing and improving processes.
• 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.
• Support the implementation of strategic change initiatives.
• Prioritize and manage workload across multiple workstreams.
Required Qualifications, Capabilities, and Skills:
• Demonstrable understanding of the personal pension transfer, contributions and drawdown processes.
• 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.
• Familiarity with CRM such as Salesforce.
• Understanding of DC pension schemes.
• Experience supporting process improvement initiatives.
• Strong communication and stakeholder management skills.
• Previous experience in customer service or client-facing roles.
Company
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