Senior Leader overseeing Platform Operations at Wells Fargo, managing critical operational services and driving transformation. Responsible for enhancing service quality and efficiency across multiple functions.
About the role
- Operations Specialist at Moneyfarm responsible for managing operational processes in Italy and the UK. This includes client cash management, regulatory reporting, and data quality verification.
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
- Asset transfer process
- Experience with corporate action management
- 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
- Italian, written and spoken (starting with B2 level)
- 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 **
Benefits
- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Career development opportunities
- Training opportunities
- Regular office social events
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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