Customer Operations Executive
MoneyboxAbout 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.
What you'll do
- Support transfers in or out, providing proactive customer support, clear communication on progress, and driving timely resolutions
- Handle payments, making sure customer funds are matched to the correct accounts and resolving any issues with both the customer and the provider
- Guide first-time homebuyers through their LISA withdrawal, coordinating with solicitors to ensure a seamless completion
- Build genuine relationships with customers, keeping them fully informed and helping them feel confident in what happens next
- Liaise with providers and solicitors via phone or email, representing Moneybox professionally and persistently
- Capture, review, and escalate customer feedback, monitoring it through to completion
- Consistently look for ways to improve our operational processes, and work with the relevant teams to make our customer experience the best it can be
- Support with, or lead on, internal operational projects
- Support other operations and support teams during busier periods or times with low coverage
You'll work within one of our sub-teams, where you will either:
Across all three, you'll also:
About You
-
You genuinely enjoy talking to people, not just emailing them. You're comfortable picking up the phone and having a real conversation
-
You notice things others miss - a wrong sort code, a missing document, an inconsistency that doesn't quite add up
-
You can explain complicated things simply, without making people feel stupid or overwhelmed
-
You don't wait to be told. You see something needs doing, and you do it
-
You find genuine satisfaction in a clean queue, a resolved case, and a customer who feels properly looked after
-
You're calm under pressure and methodical when things get busy. You don't cut corners when the queue is long
-
You care about people's money as if it were your own, because for our customers, their savings is everything
-
You're ambitious and want to grow your career at a company that's going places
You'll be great at this job if:
Experience and skills
-
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, including confidence on the telephone
-
Meticulous attention to detail
-
Previous experience in a customer service and/or operations role is a bonus
A Day in the life
Every day in Customer Operations has two distinct rhythms. One team will be making sure that the movement of our customer’s assets is completed with precision and efficiency, keeping the engine running. The other team is making sure that our customers are well informed and clear about the journey their assets are going on.
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s