Operations Specialist

Operations Specialist
Moneyfarm, Italy

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Requires Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Aug 3, 2022
Last Date
Nov 3, 2022
Location(s)

Job Description

Who we are:

We’re a pan-European digital wealth manager with 80,000 active investors (growing fast!) and over 2.2 billion invested on our platform. With 170+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and Mamp;G.

We started in 2012 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission:

To provide investment solutions and advice to protect and grow client wealth through time.

We are looking to hire an experienced Head of Customer Support to oversee the customer support functions for both countries.

Our core values:

We’ve built our business on three Principles:

- Relationships are our first asset

We’re one team, built on trust, honesty and transparency. We value our relationships above all else.

- Trust drives success

We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.

- Our 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 is.

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

Candidates who belong to 'Categoria protetta' (Italian Law 68/99) are more than welcome!

About the role:

This role can be based in our offices in Cagliari or Milan,

For this role, please upload your CV in English.

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 Italy and 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.

Responsibilities:

  • Day-to-day management of client cash inflows/outflows
  • Support billing calculation
  • Support regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate)
  • Support customers reporting
  • Support the taxation on Italian customers
  • Checks on KYC and AML on the activations flow
  • 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)
  • Years of experience: 1-3 in relevant roles
  • 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)
  • Previous experience in client operations management (either in banking or similar industries)
  • Self-driven, ability to work in an unstructured environment with minimal supervision

Job Specification

Moneyfarm

Information Technology and Services - Milan, Italy