ISA Transfers Analyst

JP Morgan Personal Investing is looking for a highly motivated individual with a passion for great customer service to join our ISA team as a Transfers Analyst. The role requires accurate and timely administration of ISA, LISA, JISA and GIA transfers in and out of the bank using the Equisoft platform. It requires withdrawals processing and internal liaison with client services and sales to ensure an excellent experience for our customers. You will also contribute to process improvements and take the initiative in driving your career and development forward., * 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 often under pressure.
• Ensure an excellent transfers experience for customers submitting transfers.
• Contribute to changing and improving processes.

• Experience with cash and asset ISA transfers ideally using the Equisoft platform.
• Familiarity with Salesforce or similar CRM.
• Excellent organisational skills to manage and prioritise workload.
• 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.
• Knowledge of ISAs and other investment products.
• Strong communication and stakeholder management skills.
• Prior experience in client facing roles or customer service.

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., 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.