Nutmeg - Quality Assurance Specialist
4 days ago
We are seeking a highly skilled Quality Assurance Specialist to join our team at Nutmeg, a JPMorgan company. As a Quality Assurance Specialist, you will play a crucial role in ensuring our client service, wealth services, and operations teams deliver a fair customer outcome to our clients.
Key Responsibilities- Quality Assurance: Perform quality assurance on defined samples of completed client cases and activities.
- Team Collaboration: Participate in and lead team discussions on the calibration of findings and build consensus.
- Observation Tracking: Track and review Quality Assurance observations.
- Process Improvement: Raise process improvements on the Quality Assurance process and or the underlying business process.
- Culture Development: Foster a culture of collaboration and information sharing for efficient execution; build strong relationships with internal clients.
- Risk Management: Ensure risks & issues are escalated appropriately within the governance structure.
- Reporting and Feedback: Engage in the reporting and feedback to the business stakeholders of results and recommendations of completed reviews.
- Financial Services Experience: Experience within the Financial Services industry, especially retail investments including ISA and Pension products.
- Regulatory Knowledge: An understanding of FCA and regulatory requirements surrounding Investments.
- Attention to Detail: Detail oriented and a disciplined approach to process and quality controls. Forensic investigating skills.
- Documentation Skills: Strong documentation skills to clearly articulate results of testing.
- Communication Skills: Excellent organization, written and oral communication skills.
- Technical Skills: Proficiency in MS Excel, documentation and metrics.
- Teamwork: Strong teamwork, partnership, and collaboration.
- Quality Assurance Background: Quality Assurance background preferred.
- Education: Postgraduate/ MBA (or bachelor's degree preferred).
- Investment Experience: Investment Sales, Wealth Management, Relationship Management background.
- Professional Qualifications: Professionally qualified (IMC, IOC, CFA etc) are desirable but not essential.
- Financial Services Experience: Related experience in the financial service industry with retail investment customers.
- QA Experience: Experience with QA of call/ chat/ email interactions.
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