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Customer Operations Executive
Moneybox
Manchester, GBR
Full-time
Entry
Hybrid
Discovered 1 weeks ago
Customer operationsCustomer serviceTransfers and payments processingLifetime ISA withdrawalsCustomer communicationTelephone communication
Free
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Customer operationsCustomer serviceTransfers and payments processing
Role Overview
The Customer Operations team helps customers move money safely and correctly through transfers, payments, and Lifetime ISA withdrawals.
The role combines accurate case processing with empathetic customer support during important financial moments.
Key Skills for This Role
Customer operationsCustomer serviceTransfers and payments processingLifetime ISA withdrawalsCustomer communicationTelephone communication
Full Job Posting
About Moneybox
Moneybox is a wealth management platform helping customers save, invest, buy their first home, and plan for retirement.
The company supports more than one and a half million customers.
About the Role
The Customer Operations team helps customers move money safely and correctly through transfers, payments, and Lifetime ISA withdrawals.
The role combines accurate case processing with empathetic customer support during important financial moments.
What You'll Do
- Support transfers in or out, provide proactive updates, and drive timely resolutions.
- Handle payments, match customer funds to accounts, and resolve issues with customers and providers.
- Guide first-time homebuyers through Lifetime ISA withdrawals and coordinate with solicitors.
- Build customer relationships and keep customers informed about progress and next steps.
- Liaise with providers and solicitors by phone or email.
- Capture and escalate feedback, improve processes, support internal projects, and assist other operations teams.
Working Week
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