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Customer Operations Executive @ Moneyboxapp

Hybrid or RemoteRemoteFull-time
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About this role

About Moneybox At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement. About the Role

Moneybox wants to help a generation invest in their future. Every day, thousands of customers trust us to move their money quickly, safely and correctly, whether that's transferring an existing ISA or LISA into Moneybox, or using their Lifetime ISA to buy their first home.

As a member of the Customer Operations team, you'll be at the centre of that promise. You'll help customers get set up, keep their transfers and payments moving, and make sure that when things get complicated (and they sometimes do), someone's actually on it.

This isn't just about processing cases accurately and efficiently (though that matters enormously); it's about making customers feel genuinely looked after during one of the more stressful financial moments of their lives: moving their savings or buying their first home.

You'll answer questions from customers, liaise with solicitors and providers, and work with the wider business to escalate issues and drive improvements. This role sits at the heart of what makes Moneybox special: brilliant operations delivered with a human touch.

Skills

Experience and skillsA Day in the lifeOur Customer CommitmentWhat's in it for YouOperationsCustomer Operations - Core

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