Customer Operations Executive (2-3 month Fixed-Term Contract)

Contract Date: 9th March - 31st May. Moneybox wants to help a generation invest in their future. We are a fast-growing fintech making it easy for people to save and invest through ISAs, LISAs, and pensions. Our Operations team is the engine room that makes this happen. We are looking for someone to join our team on a fixed-term contract to help support with one of our busiest periods (the end of the tax year). While this is initially a fixed-term contract, we are always on the lookout for exceptional talent to join us long-term; outstanding performance during these three months could open the door to permanent opportunities as we continue to scale.

What you’ll do:

• From February through April, thousands of customers rush to consolidate their ISAs and LISAs into Moneybox before the 5th April tax year deadline. It’s our busiest period. It’s intense, fast-paced, and it makes a real difference to people trying to make their money work harder.
• You’ll be managing ISA and LISA transfers end-to-end. Keeping customers informed, chasing providers who are dragging their heels, and making sure every transfer crosses the finish line correctly.
• You need to be sharp, calm under pressure, and really good at details. This isn’t the place for "close enough" – we operate in a regulated environment where accuracy matters and you’ll need to have exceptional attention to detail.

About You:

• You’re at your best when things are busy, you don’t crumble under pressure, and you’re the person who spots the typo in the reference number that everyone else missed.
• You’ll be great at this if you’ve worked in a fast-paced operations or customer service environment and thrived; you can stay calm when there’s pressure, and you’ve got 20 things in flight at once.
• You take genuine pride in getting things exactly right, especially when money’s involved.
• You’re confident chasing providers who’ve gone quiet and can explain processes to customers in a simple, jargon-free way.
• You’re comfortable in a regulated environment where rules exist for good reasons.
• You’re fine working independently, but know when to ask for help.
• You don’t need to be told twice – you hear feedback and act on it.
• You’re ready to jump into a team mid-season and add value immediately.

Experience and skills:

• Excellent written and spoken English (you’ll be writing to customers and speaking with providers daily).
• Strong attention to detail.
• Ability to work at pace while staying accurate.
• Comfortable with systems and technology.
• Previous experience in operations, customer service, or financial services is helpful but not essential.
• Legally eligible to work in the UK.

Important:

This role requires criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history (CCJs, IVAs, bankruptcy) could impact your suitability. If you’re aware of anything that might affect your suitability, please let us know upfront.

Application Process:

• Submit your application and complete screening questions.
• Complete a timed task.
• 1st stage cultural call with the Talent Team.
• 2nd stage interview with the Operations team.

A Day In The Life:

• 9-11am: Work through your queue of ISA and LISA transfers. Fifty transfers landed yesterday evening. You scan for any that look unusual (mismatched names, missing references), flag these for review, then process the straightforward ones.
• 11am-12pm: Provider chasing. Three transfers have been sitting with another provider for 10 days. You call them, reference the original request date, and politely push for a status update.
• 12-1pm: Lunch break.
• 1-3pm: Customer queries and problem-solving. A LISA holder is buying their first home and needs their money released to their solicitor by Friday. You check all the documentation, spot that the solicitor's letter is missing a required signature, and call the customer to flag this before it delays their house purchase.
• 3-5pm: Process a batch of ISA transfers to new providers. You triple-check every reference number and customer account number. Review your day’s work, update all your notes, and make sure tomorrow’s you (or someone else) knows exactly where everything stands.

Please read before you apply! By sending us your application you acknowledge and agree to Moneybox using your personal data as described below. 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.