--- title: 'Customer Operations Associate, Transfers at Freetrade' canonical: 'https://feeny.ai/job/customer-operations-associate-transfers-freetrade-budapest-2adhv5ydt0g7' type: 'job' last_seen: '2026-09-05' --- # Customer Operations Associate, Transfers at Freetrade - **Company:** Freetrade - **Location:** Budapest, Hungary - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-08-28 - **Last confirmed live:** 2026-09-05 - **Apply:** https://jobs.ashbyhq.com/freetrade/9106d440-2efc-4c4e-96c3-5b0eedd6ccfd ## Job description ## ABOUT FREETRADE Freetrade’s mission is to become the default place to invest. Investing has been too complicated and expensive for too long, keeping millions from making the most of their savings. We’re changing that. We’re building our team and looking for people who are excited to reshape how our customers invest and grow their wealth. If you’re driven by solving complex problems and building innovative products, you’ll fit right in. 2026 is a big year for us. Last year, we announced a game changing deal to become part of the IG Group. We’ll continue to operate as an independent business while gaining access to the resources and support of an established leader in the space. This year, we’re accelerating our roadmap and taking our products to the next level. We’re building new features like mutual funds, bonds, and family investment tools. We’re also exploring how we can leverage AI to deliver an even better experience for our customers. A QUICK HEADS-UP BEFORE YOU DIVE IN: WE WILL BE RUNNING AN ASSESSMENT DAY AT OUR BUDAPEST OFFICE ON MONDAY THE 7TH OF SEPTEMBER — SO PLEASE ONLY APPLY IF YOU'RE FREE TO JOIN US IN PERSON THAT DAY. WE CAN'T WAIT TO MEET YOU! ## ABOUT THE ROLE As a Customer Operations Associate, you’ll join our Transfers team within Operations, where your initial focus will be on building deep expertise in transfers and delivering great outcomes for our customers. You’ll help customers move their investment accounts and assets into and out of Freetrade, owning cases from start to finish and working with customers, external counterparties and teams across the business to make sure transfers are completed accurately, efficiently and within the required timelines. This is detailed, deadline-driven work where accuracy, ownership and follow-through really matter. You’ll develop a strong understanding of the rules and regulations governing ISA transfers, alongside the operational processes involved in cash and stock transfers, valuations, asset acceptance and CREST. You will also build experience across areas such as JISAs, fund transfers and European stock transfers. At the centre of the role is genuine care about getting the customer the right outcome. We’re looking for people who take ownership, care deeply about the experience customers have and are willing to follow a problem through until it’s resolved. Your initial focus will be Transfers, but our longer-term ambition is to build a more cross-trained and flexible Operations team. As you develop, there may be opportunities to gain exposure to other areas such as Payments, Corporate Actions, Trading & Settlements, Customer Service and Complaints, helping you build a broader understanding of how Operations works and how different workflows connect. This isn’t a rotation programme, and there’s no set timeline or expectation that you’ll move between teams. Opportunities to broaden your knowledge will depend on your development, team priorities and the needs of the business. Our aim is to develop operators with both depth and breadth across Operations - people who understand their own area deeply, can connect the dots across different workflows and use that knowledge to get better outcomes for customers. AI and automation are a real part of how Operations is evolving at Freetrade. We’re looking for people who are genuinely enthusiastic about using technology to continuously improve their work - actively finding ways to work faster and smarter and contributing to automation and efficiency improvements as they go. ## What You'll Do - Own transfer cases from start to finish, helping customers move ISA, JISA, GIA and SIPP accounts and assets into and out of Freetrade, with a focus on accuracy and a smooth customer outcome - Process transfer applications accurately and within agreed SLAs. - Process valuations and provide acceptance of assets within agreed SLAs. - Chase and monitor transfer progress with external counterparties and customers, taking ownership of cases through to completion. - Build a strong working knowledge of ISA and SIPP transfer rules, regulations and operational requirements. - Work with CREST processes and develop your understanding of stock and asset transfers. - Provide technical support to our Customer Service team, helping them answer customer queries accurately and efficiently. - Communicate clearly with customers through email and in-app chat and, as our support channels evolve, potentially phone. - Keep clear, accurate records of the cases you handle to support quality, compliance and audit standards. - Spot patterns in the cases and queries you handle, identifying process gaps and opportunities to improve the customer experience. - Review procedures and contribute to process enhancements, challenging inefficient ways of working and helping make things better. - Use AI tools as a core part of your day-to-day workflow, actively looking for practical ways to improve your productivity, quality and the efficiency of the wider team. - Support the wider Transfers team with ad-hoc tasks and changing priorities when needed. - Work closely with your workflow lead to align on priorities and flag anything getting in the way of good customer outcomes. - Support newer joiners as your own knowledge and experience grow. - Champion a customer-first mindset in everything you do, treating every case with the same level of care you would expect if it were your own account. ## ABOUT YOU - A genuinely customer-obsessed mindset, with a strong desire to deliver the right outcome and a great experience for every customer - Exceptional attention to detail, recognising that the processes you’ll work on are critical to the business and can have regulatory and customer implications if not completed accurately - The ability to work independently and proactively, taking ownership of your workload and following cases through to completion - A self-starter mindset, with the confidence to identify problems, take initiative and drive changes or improvements without needing significant direction or support - Strong written and verbal communication skills, with the ability to communicate clearly with customers, colleagues and external counterparties - A continuous improvement mindset, with experience or an interest in reviewing procedures, identifying gaps and making practical process enhancements - Strong judgement and ownership, with the confidence to make good decisions while knowing when something needs to be escalated - Experience with, or knowledge of, CREST transfers would be beneficial, alongside knowledge of ISA transfers, JISAs, fund transfers or European stock transfers - Genuine enthusiasm for using AI as part of your day-to-day work, with curiosity about how it can improve processes, quality and operational efficiency - Curiosity and learning agility, with an appetite to build deep expertise in Transfers while developing a broader understanding of Operations over time ## OUR HYBRID MODEL We work from our central London and Budapest offices on Monday, Tuesday, and Thursday, leaving Wednesday and Friday for dedicated focus time at home. We believe in the power of in-person collaboration to build a strong culture, but we know "life happens." If you have caregiving or personal responsibilities that require extra flexibility, let’s talk about it. ## INTERVIEW PROCESS We keep things simple and transparent: - Initial interview – A chat with our Talent Partner - Short Take Home Task - To ensure you're set up for success in the role - Assessment day at our Budapest office: - Hiring Manager Interview – A deep dive into your skills and experience - Values Interview – Values alignment interview with one of our Senior Leadership team We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability - we want to hear from you. To find out more about how we look after your personal data when you apply for a job with us, please see our Recruitment Privacy Policy here. https://freetrade.io/legal/privacy-policy Please note we are not accepting agency CVs. ## About Freetrade ## Company Overview - **One-liner**: Freetrade is an award-winning, self-directed investment platform that makes investing simpler, more accessible, and better value for UK investors. - **Entity Type**: Private (subsidiary of IG Group, a FTSE 100 listed company) - **Headquarters**: London, UK (Old Street) - **Founded**: 2018 - **Founders**: Not publicly available ## Core Business - **Primary industry**: Fintech / Online Brokerage & Investment Services - **Target customers**: B2C – individual investors (new and experienced) in the UK - **Mission or purpose**: To become the default place to invest by building a platform that is simple, reliable, and built for the long term. ## Products & Services - **Commission‑Free Trading**: Buy and sell US, UK, and European stocks, ETFs, and bonds without per‑trade fees. - **Tax‑Efficient Accounts**: ISAs (Stocks and Shares ISA) and Pensions (SIPP) for tax‑wrapped investing. - **Investment Choices**: Access to 8,200+ investment options including funds, stocks, ETFs, bonds, and more. - **Freetrade Plus**: Premium subscription tier offering additional features (e.g., extended market data, larger order sizes). All products are delivered via a cloud‑native, self‑built brokerage platform that eliminates intermediary layers to reduce costs. ## Market Standing - **Valuation/Market Cap**: Not disclosed (Freetrade is privately held; its parent company IG Group is FTSE 100 with a market cap of >£5 billion as of mid‑2024) - **Key Metric**: Over 1.6 million registered users (as of 2025) - **Notable Investors/Partners**: Backed by over 19,000 crowdfunding shareholders and institutional investors including Molten, Left Lane Capital, Capricorn, The Phoenix, and L Catterton. Now part of IG Group. - **Growth Signals**: Pioneered commission‑free investing in the UK in 2018; has since grown to 8,200+ investment choices; opened a Budapest office in 2022 to support scaling; consistently wins industry awards for value and innovation. ## Competitive Advantages - **Direct Market Plumbing**: Freetrade built its own brokerage platform connecting directly to capital markets, bypassing the intermediaries that competitors rely on – enabling lower fees. - **Commission‑Free Model**: First to offer zero‑commission trading in the UK, a strong differentiator. - **Regulatory Trust**: Authorised and regulated by the Financial Conduct Authority (FCA); client deposits and investments are protected by the FSCS (up to £85,000). - **Tech‑First Approach**: The platform is cloud‑native, built to handle high volatility and scale rapidly. ## Strategic Focus - Continue expanding product features (pensions, wider asset classes) and deepening the UK user base. - Maintain cost‑leadership through proprietary technology and direct market access. - Strengthen the employer brand and engineering hub in Budapest while growing the London HQ. ## Why Work Here - **Culture**: Open, transparent, and collaborative environment with values of Honesty, Focus, and Grit. - **Hybrid Model**: Teams typically spend three days per week in the office (London or Budapest) and two days working from home. - **Global Flexibility**: Four weeks per year working from anywhere globally. - **Benefits (UK)**: - 25 days annual leave (increasing with tenure) + your birthday off - Comprehensive private medical insurance (Vitality) - Enhanced pension contributions - Life assurance (5x salary) - Enhanced parental leave - Cycle to Work scheme - Free Freetrade Plus membership - Company social events - **Benefits (Budapest)**: - 25 days annual leave + birthday off - Private health insurance (Medicover) with dental and diagnostics - Enhanced paternity leave - Flexible cafeteria allowance - Reimbursement for prescription glasses - **Growth**: A place to build a career, not just take a role – real ownership and exposure to a growing fintech with a clear mission. - **Engineering Focus**: Tech‑first problem solving; the platform is built entirely in‑house, offering opportunities to work on cutting‑edge brokerage infrastructure. ## Sources 1. [freetrade.io](https://freetrade.io/) – Company homepage 2. [freetrade.io/about](https://freetrade.io/about) – About page 3. [freetrade.io/careers](https://freetrade.io/careers) – Careers page (London & Budapest offices, hybrid policy, benefits) 4. [freetrade.io/careers (job posting)](https://freetrade.io/careers?ashby_jid=90d5d5fc-1b7c-4483-9bff-b24d2caca97a) – Detailed benefits and hiring process 5. [uk.linkedin.com/company/freetrade](https://uk.linkedin.com/company/freetrade) – LinkedIn company page ## Other roles at Freetrade - [Director of Security & Privacy](https://feeny.ai/job/director-of-security-privacy-freetrade-london-jw2j0yg7q43a) — London, United Kingdom - [Senior Backend Software Engineer](https://feeny.ai/job/senior-backend-software-engineer-freetrade-london-qfwv0sgdzdm5) — London, United Kingdom - [Platform Engineer](https://feeny.ai/job/platform-engineer-freetrade-london-ed5b096fjapn) — London, United Kingdom - [Backend Product Engineer (Mid-level)](https://feeny.ai/job/backend-product-engineer-mid-level-freetrade-london-z2y60bwjzpjp) — London, United Kingdom - [Backend Software Engineer (Mid-level)](https://feeny.ai/job/backend-software-engineer-mid-level-freetrade-london-2ry94z34k8rw) — London, United Kingdom - [Software Engineer (Mid-level)](https://feeny.ai/job/software-engineer-mid-level-freetrade-london-09ycnfrh6hc4) — London, United Kingdom - [Mobile Engineer / iOS](https://feeny.ai/job/mobile-engineer-ios-freetrade-london-a0my2rj5df4v) — London, United Kingdom - [iOS Engineer](https://feeny.ai/job/ios-engineer-freetrade-london-tv31z7qw8jez) — London, United Kingdom