Operations Specialist, Moneyfarm

• Excellent written and verbal communication skills
• Solid Microsoft Office Excel skills
• 1-2 years of experience in relevant roles
• Excellent analytical and problem-solving skills
• Proactivity and passion for improving status quo

Desirable

• 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
• At Moneyfarm, we make investment advice accessible to everyone in a simple and transparent way. Whilst we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch
• The contract will be 12 months fixed term
• Perform KYC and AML checks
• Account activation management
• Account closure management
• Support customers reporting
• Support for internal stakeholders’ queries
• ISA transfer management
• Support billing calculation
• Day-to-day management of client cash inflows/outflows
• Support the asset transfer process
• Support regulatory and client reporting
• Verify and maintain data quality in systems
• Produce report and metrics