Moneyfarm

Operations Specialist

Moneyfarm

full-time

Posted on:

Location: 🇬🇧 United Kingdom

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Job Level

Mid-LevelSenior

Tech Stack

SQL

About the role

  • 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
  • Nice to have: Bachelor’s degree (Economic / Accounting / Law)
  • Nice to have: Self-driven, ability to work in an unstructured environment with minimal supervision
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