Customer Operations & Support

Moneybox; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job description

Customer Operations

The Customer Operations & Support team consists of four functional areas; The Core Operations team, AML team, Pensions Transfer team and Customer Support.

What we do

• Core Operations team: Core Operations team - support with house purchases, transfers in and out, cancellations and withdrawals. They liaise with customers, providers and solicitors to ensure the process of transferring in or out is as smooth as possible for our customers.
• AML team: This team carries out all initial AML (anti-money laundering) checks escalated to the team, as well as bank account checks, statements, and more.
• Pension Transfer team: The Pension Transfer team work specifically with our Pension product within the wider Customer Operations team. They manage the end-to-end process of a customer’s pension transfer into Moneybox, as well as any transfers out. The team work closely with our Investment Operations and Product teams to improve the pension transfer process for our customers.

Customer Operations & Support works closely with

The Customer Support team deals with all the initial points of response to all customer queries on the app. They primarily use our CRM database and Intercom, to respond to customers but also speak to them over the phone and using our social media platforms.

Customer Support works closely with All teams across the business

View Current Positions

View our current Customer Operations & Support vacancies

Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

For Business Saver: T&Cs apply. Max one withdrawal per day.