Transfer Operations Expert

1 month ago


London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full time

**About Nutmeg Saving and Investment Limited**

We are a leading provider of traditional and digital financial services worldwide, operating like a start-up embedded within a global financial institution. 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**

We are a team of professionals focused on developing offerings that put the customer at the centre. We are responsible for processing all ISA, Junior ISA and Lifetime ISA Transfers In and Out of Nutmeg, ensuring an excellent experience for our customers.

**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, ensuring an excellent experience
  • Make significant contributions towards changing and improving processes, driving forward your own career and development

**Requirements**

  • 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 your workload across multiple workstreams
  • Passionate about delivering a seamless end-to-end customer experience, creating multiple contact points 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

**What We Offer**

We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive compensation package.



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