Operations Specialist - Client Operations

Operations Specialist - fixed term 6 months

Moneyfarm · Milan, Italy (Hybrid) · Temporary · Posted 2026-09-04

Workplace: hybrid

Department: Client Operations

Description

We are a rapidly growing pan-European digital wealth manager, serving over 170,000 active investors with more than £7.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.

With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our vision

Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships 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, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.

Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.

About the role

Moneyfarm is growing and evolving. We are looking for a highly motivated and reliable professional to support our Operations team and take on day-to-day responsibility for
all operations processes relating to our business in Italy. At Moneyfarm we make investment advice accessible to everyone in a simple and transparent way. Whilst we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch.

Main Responsibilities:

• Checks on KYC and AML on the activations flow
• Client activation process management
• Account closures management
• Support customers reporting
• Support to internal stakeholders’ queries
• Support billing calculation
• Day-to-day management of client cash inflows/outflows
• Support regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate)
• Support the taxation on Italian customers
• Asset transfer process
• Verify and maintain data quality in systems
• Produce report and metrics

Requirements

●      Italian, written and spoken (starting with B2 level)

●      English, written and spoken (starting with B2 level)

●      Solid Microsoft office Excel skills

●      Years of experience: 1 in relevant roles

●      Excellent analytical and problem-solving 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

Level & Compensation:

in line with our career ladder, we will apply Area Unificata CCNL Credito with a estimated base salary (RAL) for this role ranges from €32.232 to € 34.000 gross per year, commensurate with the candidate's experience and skills.

This role is based in our Milan or Cagliari office and our smart working policy requires at least 2 days of in-office presence per week.

The contract will be fixed term 6 months.

For this role, please upload your CV in English.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Career development opportunities
• Training opportunities
• Regular office social events

Apply

Apply at Moneyfarm

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