Pension Ops Analyst

Job Description

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.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.