ISA Transfers Expert

Testing Site - JPMC; Greater London; Presencial; GBP 32.000 - 38.000; Jornada completa

Descripción de la vacante

JP Morgan Personal Investing is seeking a motivated Transfers Analyst to accurately administer ISA, LISA, JISA and GIA transfers using the Equisoft platform. The role involves processing transfers, withdrawals and liaising with client services to ensure a smooth customer experience.

You will contribute to process improvements and work in a busy environment, with opportunities to develop your career and build strong stakeholder relationships.

Formación

• Experience with cash and asset ISA transfers, ideally using Equisoft.
• Familiarity with Salesforce or similar CRM.
• Excellent organisational skills to prioritise workload.
• Curiosity and a will to succeed.
• Ability to work in the office on a full-time basis.

Responsabilidades

• Process cash ISA transfers in and out using the Equisoft platform.
• Process withdrawals and ensure timely banking.
• Verification, QC and reconciliations.
• Collaborate with internal teams to resolve operational issues under pressure.
• Ensure an excellent transfers experience for customers submitting transfers.
• Contribute to changing and improving processes.

Conocimientos

ISA transfers

CRM familiarity

Organisational skills

Curiosity and drive

Office-based role

Herramientas

Equisoft platform

Salesforce

MS Office (Excel)

Descripción del empleo

JP Morgan Personal Investing is seeking a motivated Transfers Analyst to accurately administer ISA, LISA, JISA and GIA transfers using the Equisoft platform. The role involves processing transfers, withdrawals and liaising with client services to ensure a smooth customer experience.

You will contribute to process improvements and work in a busy environment, with opportunities to develop your career and build strong stakeholder relationships.