At a Glance
- Tasks: Oversee pension operations and ensure a smooth customer journey.
- Company: Join a global bank with a growth-focused team.
- Benefits: Competitive salary, career development, and a dynamic work environment.
- Other info: Collaborative culture with opportunities for strategic change initiatives.
- Why this job: Make a real impact on customer experiences in pensions.
- Qualifications: Understanding of pension processes and excellent organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
In this role you will oversee pension operations such as transfers, drawdown, and contributions, ensuring a smooth customer journey. You’ll work with internal teams to resolve issues and support ongoing process improvements within a global bank’s pensions function. The position is part of an ambitious growth-focused team that values expertise, compliance, and a strong customer experience. You will contribute to strategic change initiatives and maintain up-to-date pension product knowledge, all while coordinating across multiple workstreams.
Responsibilities
- Manage pension operations functions including transfers, drawdown, and contributions
- Process end-to-end transfer journeys for customers
- Contribute to process improvements and change initiatives
- Collaborate with internal teams to resolve operational issues
- Maintain up-to-date knowledge of pension products and procedures
- Ensure regulatory and policy compliance
- Support implementation of strategic change initiatives
- Prioritize and manage workload across multiple workstreams
Key requirements
- Understanding of personal pension transfer, contributions and drawdown processes
- Excellent organizational skills to manage and prioritize workload
- Passion for delivering seamless end-to-end customer experience
- Ability to engage in debate on customer experience and assist customers
- Curiosity and a will to succeed
- Ability to work in the office on a full-time basis
- Strong communication skills
- Stakeholder management
- Customer focus
- Microsoft Office (Excel)
- CRM such as Salesforce
- Understanding of DC pension schemes
Pension Ops Analyst employer: JP Morgan Chase
Morgan is an exceptional employer, offering a dynamic work culture that prioritises diversity and inclusion while fostering employee growth through comprehensive coaching and development opportunities. As a global leader in financial services, we empower our teams to drive impactful product management and AI enablement, ensuring that every employee can contribute meaningfully to our clients' success in a collaborative environment located at the heart of the financial sector.
