Overview Join to apply for the Operations Specialist role at Moneyfarm We are a pan-European digital wealth manager with 100,000 active investors and over £5 billion invested on our platform. With 230 people across 4 offices in Italy and the UK, we are supported and funded by Poste Italiane, Cabot Square Capital, M&G and Allianz. We started in 2011 in Milan with a simple vision – to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Moneyfarm is known as one of the most innovative fintechs headquartered in London. Mission: To provide investment solutions and advice to protect and grow client wealth through time. Our Core Values : Relationships are our first asset; We are one team, built on trust, honesty and transparency; Trust drives success; We give each other the space to grow; Our customers dream big, just like us. Moneyfarm values diversity and offers flexible working. Italian candidates who belong to o Categoria protetta (Legge 68/99) are welcome. Who we’re looking for Moneyfarm is growing and evolving. We are looking for a highly motivated and reliable professional to support our Operations team and take on day-to-day responsibility for all operations processes relating to our business in the UK. We combine a digital service with a human touch. Responsibilities Day-to-day management of client cash inflows/outflows ISA transfer management Support billing calculation Support Corporate Action management Support Asset transfer process Support regulatory and client reporting Perform KYC and AML checks Verify and maintain data quality in systems Produce report and metrics Requirements Ability to conduct large-scale data analysis and modelling to derive actionable insights English, written and spoken (starting with B2 level) Previous experience in client operations management (either in banking or similar industries) Excellent analytical and problem-solving skills Solid Microsoft Office Excel skills Proactivity and passion for improving status quo Nice to have Use of SQL Bachelor's degree (Economic / Accounting / Law) Self-driven, ability to work in an unstructured environment with minimal supervision Benefits Health Insurance, Wellness plan Fee free investments on Moneyfarm platform Incentive scheme Career development opportunities Training opportunities Regular office social events Happy and friendly culture! Seniority level Entry level Employment type Full-time Job function Other Industries: IT Services and IT Consulting Referrals increase your chances of interviewing at Moneyfarm by 2x Get notified about new Operational Specialist jobs in Cagliari, Sardinia, Italy. J-18808-Ljbffr