Customer Operations & Support
Customer Operations & Support

Customer Operations & Support

City of London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support customers with smooth transactions and handle queries across various platforms.
  • Company: Dynamic financial services company focused on customer satisfaction.
  • Benefits: Competitive pay, flexible hours, and opportunities for growth.
  • Why this job: Join a team that makes a real difference in customers' financial journeys.
  • Qualifications: Strong communication skills and a passion for helping others.
  • Other info: Fast-paced environment with plenty of learning opportunities.

The predicted salary is between 36000 - 60000 £ per year.

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.

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Customer Operations & Support employer: Moneybox

At Moneybox, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within our Customer Operations & Support team. Our employees benefit from comprehensive training, career development opportunities, and a supportive environment that encourages personal growth, all while working in a vibrant location that promotes a healthy work-life balance.
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Contact Detail:

Moneybox Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Operations & Support

✨Tip Number 1

Network like a pro! Reach out to current employees in Customer Operations & Support on LinkedIn. A friendly chat can give you insider info and maybe even a referral!

✨Tip Number 2

Prepare for the interview by knowing our services inside out. Brush up on how we handle customer queries and the processes involved in operations. Show us you’re ready to jump in!

✨Tip Number 3

Practice your communication skills! Whether it’s over the phone or through social media, being able to convey information clearly is key in Customer Support. Role-play with a friend if you can!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team!

We think you need these skills to ace Customer Operations & Support

Customer Service Skills
Communication Skills
Attention to Detail
Problem-Solving Skills
Knowledge of AML Regulations
CRM Database Proficiency
Intercom Experience
Pension Transfer Knowledge
Collaboration Skills
Adaptability
Time Management
Technical Aptitude

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Operations & Support role. Highlight relevant experience and skills that align with our core operations, AML checks, and customer support tasks. We want to see how you can fit into our team!

Show Your Passion: Let your enthusiasm for customer service shine through in your application. We love candidates who are genuinely excited about helping customers and improving processes. Share any experiences where you've gone above and beyond for a customer!

Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant to the role. We appreciate applications that are easy to read and get straight to the heart of your qualifications.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at StudySmarter!

How to prepare for a job interview at Moneybox

✨Know the Core Operations

Familiarise yourself with the Core Operations team's role in supporting house purchases and transfers. Be ready to discuss how you would ensure a smooth process for customers, as this shows your understanding of their needs.

✨Understand AML Processes

Brush up on anti-money laundering regulations and the importance of compliance. Being able to articulate how you would handle AML checks will demonstrate your attention to detail and commitment to regulatory standards.

✨Pension Transfer Insights

Research the pension transfer process and be prepared to discuss any challenges you think customers might face. Showing that you can think critically about the customer journey will set you apart from other candidates.

✨Customer Support Skills

Highlight your experience with CRM systems and customer communication. Whether it's through social media or phone calls, being able to showcase your customer support skills will resonate well with the team’s focus on excellent service.

Customer Operations & Support
Moneybox
Location: City of London
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  • Customer Operations & Support

    City of London
    Full-Time
    36000 - 60000 £ / year (est.)
  • M

    Moneybox

    50-100
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