Who we are:We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 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.MissionTo provide investment solutions and advice to protect and grow client wealth through time.Our Core ValuesRelationships 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.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.Candidates who belong to Categoria Protetta (Italian law 68/99) are more than welcome!About the role:We are looking for a candidate to join our client-facing department (Advisory team), who are responsible for all one-to-one interactions with our retail clients. The investment consultant, through remote contact channels (telephone, video call, chat, email), will contribute to building strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will be supported by a more experienced Investment Consultant in order to optimize the customer experience and the efficiency.Main ResponsibilitiesSupport Corporate Action managementSupport Asset transfer processSupport billing calculationSupport customers reportingSupport the taxation on Italian customersChecks on KYC and AML on the activations flowVerify and maintain data quality in systemsProduce reports and metricsDay-to-day management of client cash inflows/outflowsSupport regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate)Requirements:Familiarity with corporate action managementPrevious experience in client operations management (either in banking or investment firms)English, written and spoken (starting with B2 level)Excellent analytical and problem-solving skillsSolid Microsoft Office Excel skillsProactivity and passion for improving the status quoNice to have: Use of SQLBachelor’s degree (Economics / Accounting / Law)Self-driven, ability to work in an unstructured environment with minimal supervisionBenefits:Health InsuranceWellness planFee free investments on Moneyfarm platformRegular office social eventsHappy and friendly culture
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