Fundment is seeking a Transfers Associate to manage client transfer requests and apply proceeds across wrappers on our investment platform within a fast-growing operations team. You will ensure accuracy and timely processing of transfers while supporting adviser inquiries.
You will perform reconciliations, liaise with financial institutions, and collaborate with the technical team to improve efficiency and adviser experience.
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Transfers Operations Specialist in London employer: Fundment
At Fundment, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the fast-paced fintech sector. Our commitment to employee growth is evident through continuous learning opportunities and a supportive hybrid work environment, ensuring that our team members can thrive while contributing to cutting-edge security solutions. Join us to be part of a forward-thinking company that values your expertise and empowers you to make a meaningful impact.
