Customer Operations Executive – 2-3 Month Fixed-Term Contract

Moneybox

contract

Posted on: 1/9/2026

Location Type: Remote

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About the role

From February through April, thousands of customers rush to consolidate their ISAs and LISAs into Moneybox before the 5th April tax year deadline.
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.

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 this, please let us know upfront.

Benefits

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.

Tip: use these terms in your resume and cover letter to boost ATS matches.

excellent written Englishexcellent spoken Englishstrong attention to detailability to work at pacecalm under pressure