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Customer Operations Associate, Transfers

About this role

πŸ“‹ Description Join Transfers in Operations to own transfer cases end-to-end Help customers move ISA/JISA/GIA/SIPP accounts in/out of Freetrade Work with counterparties and teams to meet timelines Develop knowledge of ISA/SIPP transfer rules and CREST Leverage AI/tools to improve productivity and quality Support broader Operations with cross-training andζ”Ήε–„ 🎯 Requirements Customer-focused mindset with attention to detail Independent, proactive work style with ownership Strong written and verbal communication Willingness to review procedures and drive improvements Knowledge of CREST transfers and ISA/JISA/fund transfers beneficial Enthusiasm for AI in day-to-day work 🎁 Benefits Hybrid work model (London & Budapest) with select in-office days Assessment day and structured interview process Equal Opportunity employer with focus on diverse teams Privacy policy available for data handling details

Source listing: empllo_remote