Senior ISA Transfer Specialist
4 weeks ago
We are seeking a highly skilled ISA Transfer Specialist to join our team at Nutmeg Saving and Investment Limited. As a key member of our ISA Transfer Team, you will be responsible for processing all ISA, Junior ISA, and Lifetime ISA transfers in and out of Nutmeg.
Key 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
- Contribute to improving processes and drive forward your own career and development
- Good understanding of technical aspects of transferring assets between providers
- Familiarity with CRM systems such as Salesforce
- Excellent organisational skills and ability to manage workload
- Passion for delivering seamless customer experience
- Ability to engage in debate on customer experience
- Good Microsoft Office skills, specifically Excel
- Financial Services Operations Management experience
- ISA, JISA, and LISA administrative knowledge and experience
Why join us? At Nutmeg, we are committed to inspiring and equipping our customers to get more from their money. As a member of our team, you will have the opportunity to make a real difference in the lives of our customers and contribute to our mission to disrupt the financial services market.
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ISA Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full timeWe are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide.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.As a Transfer...
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ISA Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full timeWe are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide.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.As a Transfer...
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London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full timeAs a key player in the ISA Transfer Team, you will be instrumental in processing ISA, Junior ISA and Lifetime ISA transfers for Nutmeg Saving and Investment Limited.Key responsibilities include:Processing all ISA, Junior ISA and Lifetime ISA transfers In and Out of NutmegUnderstanding and processing the end-to-end transfer journey for customersMaking...
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