Customer Operations Executive
Employer: Moneybox
Location: This role is fully remote (UK ONLY)
Temporary: 2-3 month Fixed-Term Contract, 9th March - 31st May
Working hours: Full time, 9am - 5:30pm with some weekend shifts
Salary: Equivalent to £24,000 per annum
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Moneybox wants to help a generation invest in their future. We're 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're the people who get customers' money moved quickly, safely, and correctly through one of the busiest periods of the year.
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 March through May, 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.
This is a 2-3 month fixed-term contract specifically to help us deliver excellent service during this critical period. 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 thrivedYou 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 is UK-based ONLY.
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 this, please let us know upfront.
Application Prcoess
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
Before You Apply
By submitting your application, you acknowledge and agree to Moneybox using your personal data for recruitment purposes.
We may share your data with carefully selected third parties and conduct pre-employment checks including criminal record and adverse credit history checks.
If you're unsuccessful, we may keep your details on file for future opportunities. If you'd prefer we didn't, email DPO@moneyboxapp.com.
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. You verify each amount matches the customer's expectation, check reference numbers, and action the transfer.
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. You're professional, persistent, and you document everything so the customer knows exactly what's happening.
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. Another customer wants to cancel their ISA immediately. You explain the process, timeline, and regulatory requirements clearly and patiently.
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. 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.
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
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: DPO@moneyboxapp.com
Your application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know.
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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.
