Customer Operations Executive at Moneybox

Moneybox wants to help a generation invest in their future. As part of this mission, we are expanding our Customer Operations team that works to make it quick and easy to transfer your existing ISA/Cash ISA/LISA products into the Moneybox app. 

We are looking for someone to join our team on a 3-month fixed-term contract to help support with one of our busiest periods (the end of the tax year). 

As a member of the Customer Operations Team, you’ll be instrumental in helping our customers get fully set up and ensuring the customer experience is great.

You’ll be answering questions from customers, calling providers, and constantly feeding back to the product team with any improvements that can be made to the process. In addition, you’ll be helping our Support Team with any extra administration for customers’ accounts.

What you'll do

  • Manage our ISA and Lifetime ISA transfers process end to end for our customers.
  • Communicate with customers on any queries that they have and keep them fully informed on their transfer status and liaising with providers to follow-up any pending or slow transfers.
  • Manage the Lifetime ISA withdrawal process for customers who are buying their first home and liaise with their solicitor to ensure this goes smoothly
  • Process product cancellations and transfer in payments in a timely manner
  • Support with any additional ad hoc operational tasks and assist our wider customer Support Teams when needed
  • Constantly review all operational processes to look for areas of improvement and working with the relevant team to action these to ensure that the customer experience is always the best it can be.
  • Assist the documentation and feedback of metrics around transfers to allow for constant review and optimisation.
  • Support and manage internal operational projects.

Who you are

  • A driven, ambitious individual looking to build their career at an exciting, fast-growing company.
  • Someone with an analytic approach and problem-solving attitude to help make sure all customer’s transfers are completed from beginning to end.
  • Able to communicate sometimes complex concepts to customers in a friendly manner.
  • Similarly, able to convey a professional and persistent approach with existing providers.
  • Naturally personable, great communicator who has a passion for their work.
  • Excited about being part of a fast-growing company during an exciting period of new products and features.
  • Knows how to have to have fun whilst maintaining a professional outlook.

Experience and skills

  • A driven, ambitious individual who’s looking to build their career at an exciting very- fast-growing company.
  • 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.
  • Previous experience in a similar customer service and/or operations role is a bonus

Please read before you apply!

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We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email:

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