Operations Specialist - fixed term 6 months

ppWe are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London. /ph3Our vision /h3pOur vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time. /ph3Our Core Values: /h3ulliRelationships are our first asset: We're one team, built on trust, honesty, and transparency. We value our relationships above all else /liliTrust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact /liliOur customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We're always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream /li /ulh3What this means in practice: /h3pAt Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact. /ppOur diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it's our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work. /ph3About The Role /h3pMoneyfarm 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 Italy. 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. /ph3Main Responsibilities: /h3ulliChecks on KYC and AML on the activations flow /liliClient activation process management /liliAccount closures management /liliSupport customers reporting /liliSupport to internal stakeholders' queries /liliSupport billing calculation /liliDay-to-day management of client cash inflows/outflows /liliSupport regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate) /liliSupport the taxation on Italian customers /liliAsset transfer process /liliVerify and maintain data quality in systems /liliProduce report and metrics /li /ulh3Requirements /h3ulliItalian, written and spoken (starting with B2 level) /liliEnglish, written and spoken (starting with B2 level) /liliSolid Microsoft office Excel skills /liliYears of experience: 1 in relevant roles /liliExcellent analytical and problem-solving skills /liliProactivity and passion for improving status quo /li /ulh3Nice to have /h3ulliUse of SQL /liliBachelor's degree (Economic / Accounting / Law) /liliPrevious experience in client operations management (either in banking or similar industries) /liliSelf-driven, ability to work in an unstructured environment with minimal supervision /li /ulh3Level Compensation: /h3pin line with our career ladder, we will apply Area Unificata CCNL Credito with a estimated base salary (RAL) for this role ranges from b€32.232 /bto b€ 34.000 /b gross per year, commensurate with the candidate's experience and skills. /ppThis role is based in our Milan or Cagliari office and our smart working policy requires at least 2 days of in-office presence per week. /ppThe contract will be fixed term 6 months. /ph3Benefits /h3ulliHealth Insurance, Wellness plan /liliFee free investments on Moneyfarm platform /liliCareer development opportunities /liliTraining opportunities /liliRegular office social events /li /ul /p #J-18808-Ljbffr