Operations Management Associate

JPMorganChase; Greater London; On-site; GBP 38,000 - 58,000; Full time

Job summary

JP Morgan Personal Investing is seeking an experienced ISA Operations Associate to lead a division of the ISA Transfers team. You will oversee cash and asset transfers, primarily via the Equisoft platform, and ensure accurate processing with strong attention to detail.

The role requires initial supervisory experience, excellent organisational and stakeholder management skills, and the ability to work full-time in the office as the team undergoes a period of change.

Qualifications

• Experience with ISA transfers (cash and asset).
• Managerial or supervisory experience desirable.
• Excellent organisational skills and workload prioritisation.
• Strong communication and stakeholder management.

Responsibilities

• Lead and empower a division of the ISA Transfers team.
• Deliver accurate and timely cash ISA transfers.
• Ensure timely banking and withdrawals.
• Conduct instruction verification, QC and reconciliations.
• Collaborate with internal teams to resolve issues under pressure.
• Lead transformation processes within the team.
• Identify and implement process improvements.
• Manage a geographically spread team and support career development.

Skills

ISA transfers

CRM familiarity

First managerial experience

Organisational skills

Communication

Attention to detail

Office-based

Tools

Equisoft

Altus

Salesforce

Job description

JP Morgan Personal Investing is looking for an experienced and motivated ISA Operations Associate to lead a division of the ISA Transfers team. You will have demonstrable experience with ISA transfers ideally using the Equisoft / Altus platform, a desire for continuous improvement and some experience of team management or supervision. The role requires a comprehensive understanding of the cash and asset Transfer process for ISA, JISA, LISA and GIA, and includes oversight of LISA House Purchase. An eye for detail is essential as is the will to succeed as you will be joining part-way through a period of significant change. This is a demanding but rewarding role with significant opportunity for growth.

Job Responsibilities

• Lead, manage and empower a division of the ISA Transfers team reporting to the Team Manager.
• Deliver accurate and timely cash ISA transfers in and out of the bank using the Equisoft platform.
• Ensure timely banking and withdrawals.
• Conduct instruction verification, QC and reconciliations.
• Collaborate with internal teams to resolve operational issues often under pressure.
• Lead transformation processes.
• Identify, resource and deliver process improvement.
• Effectively manage a geographically spread team and support their career development.

Required Qualifications, Capabilities And Skills

• Experience with ISA cash and asset transfers ideally using the Equisoft platform.
• Familiarity with Salesforce or similar CRM.
• Initial managerial or supervisory experience.
• Excellent organisational skills to manage and prioritise workload.
• Strong communication and stakeholder management skills.
• Curiosity and a will to succeed.
• Ability to work in the office on a full-time basis.

Preferred Qualifications, Capabilities And Skills

• Proficiency in MS office especially Excel.

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.