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

What you'll do

• From March to 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 [email protected].

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.