Client Banking specialist

About Us 

We’re part of the agentOS Proptech Group, home to:  

agentOS – our powerful CRM solution for property professionals  

agentPay –our rent automation service designed to make property management effortless  

Calmony - our innovative banking and payments platform, purpose built for property professionals. 

Calmony was born out necessity after the 5th AML Directive prompted UK banks to withdraw client accounts from agents. By blending online banking, payment services, and same-day BACS into a single, easy to use account, we help agents retain access to client accounts while protecting their income and reputation 

We go beyond traditional banking - blending technology, compliance and security – to ensure client funds are safeguarded at every step. With AML checks for all payees and real time account monitoring to prevent financial crime, our mission is to provide agents with the tools, confidence and support they need to thrive. 

The Role 

This isn’t your typical customer support job.  

While you will engage directly with clients, the real focus lies in financial operations, AML compliance, and support for Calmony’s banking services. We’re looking for someone with experience in Fintech, online banking, or financial services – someone who understands the critical responsibility of handling client funds with accuracy, trust and integrity 

What You’ll Do  

In this role you’ll be at the centre of financial compliance and client success in a fast-evolving financial landscape. You will:  

• Run AML checks with precision and ensure full compliance 
• Guide clients through our banking and payment systems with clarity and confidence 
• Monitor account activity to detect and escalate any compliance concerns 
• Resolve support tickets quickly and effectively, balancing efficiency with quality 
• Support onboarding for new clients, ensuring a seamless start to their journey 
• Collaborate with internal teams to deliver consistent, reliable service 
• Spot opportunities for clients to benefit from our platform and services 

Why This Role Matters  

As part of our AI transformation, many of our processes are now faster and smarter — but human judgment remains essential. 

This role is the bridge between AI-driven automation and the human insight required to maintain compliance, protect client money, and build trust. You’ll play a vital role in ensuring that as technology evolves, financial security, regulatory rigour, and customer confidence never fall behind.  

What We’re Looking For 

• Experience in Fintech, online banking, or financial services 
• Strong attention to detail with a problem-solving mindset 
• Tech-savvy and quick to learn new systems  
• Excellent communication skills with a client-first attitude 
• Organised and proactive with strong time management abilities 
• A positive, collaborative approach to support clients and internal teams
• Salary: £24,985.00  per annum