Supervisor de Operações CS responsible for leading teams and optimizing processes in B2B/B2C contexts at Happy Gestão. Engaging with clients and enhancing customer success strategies.
About the role
- Operations Specialist managing day-to-day operations processes for UK business at Moneyfarm. Supporting KYC, AML checks, customer reporting, and internal stakeholders' queries.
Responsibilities
- Perform KYC and AML checks
- Account activation management
- Account closure management
- Support customers reporting
- Support for internal stakeholders’ queries
- ISA transfer management
- Support billing calculation
- Day-to-day management of client cash inflows/outflows
- Support the asset transfer process
- Support regulatory and client reporting
- Verify and maintain data quality in systems
- Produce report and metrics
Requirements
- Excellent written and verbal communication skills
- Solid Microsoft Office Excel skills
- 1-2 years of experience in relevant roles
- Excellent analytical and problem-solving skills
- Proactivity and passion for improving status quo
- *Nice to have *
- Experience in fintech / wealth management
- Use of SQL
- Bachelor’s degree (Economic / Accounting / Law)
- Self-driven, with the ability to work with minimal supervision
Benefits
- Health Insurance
- Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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