Pension Operations Specialist

J.P. Morgan; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A global investment bank in Greater London is seeking a professional to manage pension operations, including transfers and contributions. You will ensure an excellent customer experience during the end-to-end transfer process while contributing to process improvements. Ideal candidates will have strong organizational skills, a passion for customer service, and expertise in relevant systems. Join an environment that promotes career growth within a collaborative culture. This is a full-time in-office role, with a planned start in January 2026.

Qualifications

• Expertise in Origo transfer systems is essential.
• Ability to work full-time in the office is required.
• Experience in customer service or client-facing roles is preferred.

Responsibilities

• Manage pension operations functions including transfers, drawdown, and contributions.
• Ensure an excellent experience for customers submitting transfers.
• Contribute to changing and improving processes.

Skills

Understanding of asset transfer technical aspects

Excellent organizational skills

Passion for delivering customer experience

Curiosity and will to succeed

Tools

Salesforce

Microsoft Office

Excel

Job description

Overview

Join JP Morgan Personal Investing and help disrupt the UK financial services market. We operate like a start-up within a global institution, empowering customers to manage their finances seamlessly with our innovative mobile app. You will join at the start of a period of significant change and progress, offering career growth and mobility, supported by a culture that values collaboration and continuous improvement. This is an unrivalled opportunity to be part of an ambitious growth agenda, backed by the resources and reputation of a major global bank.

Responsibilities

• Manage pension operations functions including transfers, drawdown, and contributions.
• Understand and process the end-to-end transfer journey for customers.
• Ensure an excellent experience for customers submitting transfers.
• Contribute to changing and improving processes.
• Take initiative to drive your career and development forward.
• 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.
• Provide feedback to enhance customer experience and operational efficiency.
• Support the implementation of strategic change initiatives.
• Prioritize and manage workload across multiple workstreams.

Required Qualifications, Capabilities, and Skills

• Understanding of asset transfer technical aspects, with expertise in Origo transfer systems.
• Familiarity with CRM systems like Salesforce.
• 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.
• Knowledge of award-winning ISAs and investment accounts.
• Understanding of DC pension schemes.
• Experience in providing financial planning and advice alongside client services.
• Experience supporting process improvement initiatives.
• Strong communication and stakeholder management skills.
• Previous experience in customer service or client-facing roles.

Planned start date: Early/Mid January 2026