Chase is a leading provider of traditional and digital financial services worldwide. Nutmeg is Europe’s leading Digital Wealth Manager who now manage over £5 billion Assets Under Management and have over 230,000 investors worldwide. We operate like a start-up, embedded within a leading global financial institution. We are working together in powerful partnership to ethically disrupt the financial services market in the UK.
As an Operations Admin Specialist within our dynamic Operations team, you will be responsible for providing administrative support in line with set timeframes. You will be proactive in seeking opportunities to improve these processes to promote efficiencies and reduce risks to the business, while retaining a customer focus throughout. This role offers the opportunity to work in a fast-paced environment, where your excellent organizational skills, attention to detail, and innovative approach to process improvement will be highly valued.
Job Responsibilities
Completes daily on-boarding AML checks and associated processes
Completes end-to-end change of bank details process
Assists in deceased cases and associated processes
Assists in JIRA tickets process, liaising with internal stakeholders and providing regular updates to customers
Manages Admin inbox and other specialist work queues to ensure timely responses on all cases
Applies special fees and promotional rates
Completes of end-to-end LISA withdrawal for house purchase process
Assists in LISA failure cases ensuring regular chasers and escalation to Compliance team where required, reporting LISA penalty charges to HMRC
Completes Right to be Forgotten and Subject access request processes
Sends customer documentation and statements
Adheres to all internal and industry policies and procedures so consistent and standard practice is achieved, minimising conduct risk
Required qualifications, capabilities, and skills
Excellent organisational skills, with the ability to manage various workstreams and processes in line with different SLA’s
Excellent written and verbal communication skills.
Highly numerate with good excel knowledge
Resilience and flexibility in a demanding and fast paced environment
Great attention to detail.
Innovative approach to process improvement.
A customer first mentality, with the ability to treat customers fairly and with care and respect in what can sometimes be challenging situations
Preferred qualifications, capabilities, and skills
Previous experience of working in an operations or administration role
Working knowledge of processes and procedures involved in the role
Ability to demonstrate adherence to compliance guidelines and comply with all relevant regulatory requirements
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