Operations Specialist - Fixed Term 6 Months (Cagliari)

Operations Specialist - Fixed Term 6 Months (Cagliari)

23 set
|
Moneyfarm
|
Cagliari

23 set

Moneyfarm

Cagliari

We 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.Per essere preso/a in considerazione per un colloquio, la preghiamo di assicurarsi che la sua candidatura sia pienamente in linea con le specifiche del lavoro riportate di seguito.Our visionOur 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.Our Core Values:Relationships are our first asset: We're one team, built on trust, honesty, and transparency. We value our relationships above all elseTrust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impactOur 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 dreamWhat this means in practice:At 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.Our 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.About The RoleMoneyfarm 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.Main Responsibilities:Checks on KYC and AML on the activations flowClient activation process managementAccount closures managementSupport customers reportingSupport to internal stakeholders' queriesSupport billing calculationDay-to-day management of client cash inflows/outflowsSupport regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate)Support the taxation on Italian customersAsset transfer processVerify and maintain data quality in systemsProduce report and metricsRequirementsItalian, written and spoken (starting with B2 level)English, written and spoken (starting with B2 level)Solid Microsoft office Excel skillsYears of experience: 1 in relevant rolesExcellent analytical and problem-solving skillsProactivity and passion for improving status quoNice to haveUse of SQLBachelor'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 supervisionLevel & Compensation:in line with our career ladder, we will apply Area Unificata CCNL Credito with a estimated base salary (RAL) for this role ranges from €32.232 to € 34.000 gross per year, commensurate with the candidate's experience and skills.This role is based in our Milan or Cagliari office and our lavoro da remoto policy requires at least 2 days of in-office presence per week. xysqume The contract will be fixed term 6 months.BenefitsHealth Insurance, Wellness planFee free investments on Moneyfarm platformCareer development opportunitiesTraining opportunitiesRegular office social events#J-18808-Ljbffr

📌 Operations Specialist - Fixed Term 6 Months (Cagliari)
🏢 Moneyfarm
📍 Cagliari

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