Customer Operations Pensions Executive, Moneybox

• A driven and ambitious individual who’s looking to build their career at an exciting very fast-growing company
• Someone with an analytic approach and problem-solving attitude to help make sure all customer transfers are completed from beginning to end
• Able to communicate sometimes complex concepts to customers in a friendly and patient manner
• Similarly, able to convey a professional and persistent approach when dealing with pension providers
• Naturally personable, a great communicator and collaborator who has a passion for and takes pride in their work
• Excited about being part of a fast-growing company during an exciting period of new products and features
• Knows how to have fun whilst maintaining a professional outlook
• Excellent written and spoken English
• Ability to work well both individually and as part of a team
• Good analytical and problem-solving skills
• Great communication and listening skills
• Meticulous attention to detail

Desirable

• Managing the end to end pension transfer process for our customers
• Answering queries from prospective Moneybox Pension customers
• Communicating with customers and keeping them fully informed on the progress of their transfer
• Liaising with providers via phone or email to follow-up on any pending or slow transfers
• Ensure that customer feedback is captured, reviewed and learnt from. Escalate issues and monitor through to completion, ensuring the customer and wider team are updated. Support the Retirement Product Team with customer initiatives and product development
• Liaise with Investment Operations, Compliance and Retirement Product teams to formalise, review and continuously improve our operational processes
• Support the documentation and feedback of metrics around transfers to allow for constant review and optimisation
• Working week – 5 days per week, 9am – 5:30pm which will include one weekend day on rotation typically every 5-6 weeks