Customer Operations Associate, Transfers

Freetrade

Customer Operations Associate managing ISA, JISA, GIA, and SIPP transfers for Freetrade’s investing platform. Ensuring accurate, compliant processing and improved customer outcomes.

Posted 8/19/2026full-timeBudapest • 🇭🇺 HungaryJuniorMid-Level💰 HUF 530,000 - HUF 700,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing transfer cases for ISA, JISA, GIA, and SIPP accounts, ensuring compliance with regulations and operational requirements. Proficient in process improvement and utilizing AI tools to enhance productivity and customer experience.

Highest-signal resume keywords

ISA Transfer KnowledgeCREST Transfer ExperienceProcess ImprovementCustomer Communication SkillsAttention to Detail

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transfer Case ManagementValuation ProcessingAsset AcceptanceProcess AutomationRegulatory Compliance

Soft Skills

Customer-Obsessed MindsetProactive OwnershipStrong JudgementCuriosityLearning Agility

Tools & Technologies

AI ToolsCustomer Service Platforms

Industry Keywords

ISAJISAGIASIPPEuropean Stock Transfers

About the role

Key responsibilities & impact

Own transfer cases from start to finish for ISA, JISA, GIA, and SIPP accounts and assets moving into and out of Freetrade
Process transfer applications accurately within agreed SLAs
Process valuations and provide asset acceptance within agreed SLAs
Chase and monitor transfer progress with external counterparties and customers
Build expertise in ISA and SIPP transfer rules, regulations, and operational requirements
Work with CREST processes and stock and asset transfers
Provide technical support to the Customer Service team
Communicate with customers via email and in-app chat, potentially by phone as channels evolve
Maintain accurate case records for quality, compliance, and audit standards
Identify patterns, process gaps, and customer-experience improvements
Review procedures and contribute to process enhancements and automation
Use AI tools to improve productivity, quality, and team efficiency
Support the wider Transfers team with ad-hoc tasks and changing priorities
Work with the workflow lead to align priorities and escalate blockers
Support newer joiners as knowledge develops
Champion a customer-first approach

Requirements

What you’ll need

Genuine customer-obsessed mindset
Exceptional attention to detail
Ability to work independently and proactively, taking ownership through completion
Self-starter mindset and initiative to drive improvements
Strong written and verbal communication skills
Continuous improvement mindset, with experience or interest in reviewing procedures and enhancing processes
Strong judgement and ownership, including knowing when to escalate
Experience with or knowledge of CREST transfers would be beneficial
Knowledge of ISA transfers, JISAs, fund transfers, or European stock transfers would be beneficial
Genuine enthusiasm for using AI in day-to-day work
Curiosity and learning agility
Right to work in Hungary/EU or applicable residence permit/visa status

Benefits

Comp & perks

Bonus
Hybrid work: Monday, Tuesday, and Thursday in the office; Wednesday and Friday focused work from home
Flexibility for caregiving or personal responsibilities
Opportunities to broaden knowledge across Payments, Corporate Actions, Trading & Settlements, Customer Service, and Complaints
Assessment day and development opportunities
AI tools and automation as part of the workflow