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About the Role

JP Morgan Personal Investing seeks an experienced ISA Operations Associate to lead a division of the ISA Transfers team. This role involves managing cash and asset transfers for various account types and overseeing LISA House Purchase. It offers significant growth opportunities in a period of change.

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.

Requirements

• 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.

Skills

• Equisoft platform
• Salesforce
• CRM
• MS office
• Excel
• Communication
• Stakeholder management
• Organizational skills

Location

• Onsite

Work Type

• Full-time

Experience Level

• Experienced
• Managerial or supervisory experience

About the Company

• 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.

Equal Opportunity

• 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.