Transfers Lead: Master Customer Operations

Freetrade is building its transfers capability in London with a Customer Operations Associate focused on moving ISA, JISA, GIA and SIPP accounts and assets in and out of the company. The role emphasizes accuracy, ownership and customer-focused outcomes, working with CREST processes and other teams to deliver quality results.

You'll apply deep knowledge of transfers, maintain clear records, and use AI tools to improve productivity and efficiency while supporting the broader Operations team in a