Customer Operations Executive

• Join Moneybox, the award-winning UK wealth management platform, in a full-time hybrid role in its London Customer Operations team. • Help thousands of customers move their money quickly, safely and correctly every day. • Support ISA and LISA transfers, payments or first-time homebuyers withdrawing from their Lifetime ISA. • Liaise with customers, solicitors and providers to keep cases moving and resolve issues. • Make customers feel genuinely looked after during stressful financial moments. • Work 9am to 5:30pm, 5 days a week, with 2 days in the London office by the Oxo Tower.

• Bring excellent written and spoken English. • Communicate clearly and listen well, including confidently on the phone. • Pay meticulous attention to detail and spot errors others miss. • Apply good analytical and problem-solving skills. • Explain complicated things simply without overwhelming people. • Work well both independently and as part of a team. • Stay calm and methodical when queues get busy. • Take initiative and act without waiting to be told. • Work 9am to 5:30pm, 5 days a week, including one weekend day on rotation every 6 to 8 weeks. • Be based in the UK and work from the London office 2 days a week.

• Bring previous experience in a customer service or operations role. • Show familiarity with ISA or Lifetime ISA transfers and withdrawals. • Bring experience using customer support tools such as Intercom. • Show experience working with solicitors or financial providers.

• Support ISA and LISA transfers in or out with proactive updates and timely resolutions. • Match customer payments to the correct accounts and resolve issues with customers and providers. • Guide first-time homebuyers through LISA withdrawals, coordinating with solicitors for smooth completions. • Keep customers fully informed so they feel confident about what happens next. • Liaise with providers and solicitors by phone and email, representing Moneybox professionally. • Capture, review and escalate customer feedback through to completion. • Suggest and help deliver improvements to operational processes. • Support or lead internal operational projects. • Help other operations and support teams during busy periods.

• Grow your career at a fast-growing, award-winning company. • Join the company pension and bonus schemes. • Work in a hybrid setup with 2 days in the London office and 3 from home. • Get a home office furniture allowance and a personal annual learning budget. • Get private medical insurance and a health cash plan for dental and optical costs. • Use the cycle to work scheme, CycleSaver bike-share savings and a Wellhub subscription. • Benefit from enhanced parental pay and leave. • Enjoy 25 days’ holiday plus bank holidays, with extra days added for length of service. • Join lunchtime socials such as darts and virtual yoga.

Moneybox is an award-winning wealth management platform on a mission to give everyone the means to get more out of life. It helps over one and a half million people build wealth throughout their lives, whether they are saving and investing, buying their first home or planning for retirement. Moneybox believes wealth is about the means to more freedom, opportunities and peace of mind.