Operations Specialist
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-07-19
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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
- 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
- Bachelor’s degree
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