Customer Operations & Support

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

Customer Operations

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

All teams across the business

View Current Positions

Customer Support

What we do!

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.