Customer Operations Executive

Moneybox; London; On-site; GBP 28,000 - 30,000; Full time

Job summary

A financial technology firm in London is seeking a Customer Operations Executive to assist customers with transferring their ISA/LISA products and ensure a seamless experience. The role includes guiding customers, managing queries, and improving operational processes. Ideal candidates should have strong problem-solving skills and a passion for customer service. This full-time position requires weekend work every 6 to 8 weeks.

Qualifications

• Experience in a similar customer service and/or operations role is preferred.
• Ability to work independently while contributing effectively to team goals.
• Driven, ambitious individual looking to build a career.

Responsibilities

• Guide first-time homebuyers through their LISA withdrawal.
• Handle payments and resolve issues with customers and providers.
• Consistently look for ways to improve operational processes.

Skills

Excellent written and spoken English

Strong analytical and problem-solving skills

Great communication and listening skills

Meticulous attention to detail

Job description

Overview

Join to apply for the Customer Operations Executive role at Moneybox.

Moneybox wants to help a generation invest in their future. As part of this mission, our Customer Operations team work to make it quick and easy to transfer your existing ISA/LISA products into the Moneybox app, as well as helping our customers use their Lifetime ISA to buy their first home. As a member of the Customer Operations team, you’ll be instrumental in helping our customers get set up and making sure their experience is a great one.

You’ll be answering questions from customers, liaising with solicitors and providers, as well as providing feedback on any improvements you think we can make to our processes. In addition to this, you’ll be required to help out the wider operations team with any additional tasks at busy times of the year.

What You'll Do

• Work within one of our sub-teams, where you will either:-
• Guide first-time homebuyers through their LISA withdrawal, coordinating with solicitors to ensure a seamless process.
• Deal with all things transfers - providing proactive customer support by managing transfer queries, maintaining clear communication on transfer updates, and driving timely resolutions for both transfers in and out.
• Handle payments - ensuring that customers funds are matched to the correct accounts and any issues are resolved with both the customer and the provider.
• Consistently on the lookout for ways to improve our operational processes and to work with the relevant teams to ensure that our customer experience is always the best it can be.
• Processing tasks at pace to a high quality.
• Support with and lead on internal operational projects.
• Provide support to other teams in the department during busier periods of the year.
• Working days: Five days per week (9am-5:30pm) which will include one weekend day every 6 to 8 weeks.

Who You Are

• A driven, ambitious individual who’s looking to build their career at an exciting and fast-growing company.
• An analytical thinker who has a solutions-focused mindset and dedication to providing the best customer service.
• Able to communicate sometimes complex concepts to customers in a clear and accessible way.
• Similarly, able to convey a professional and persistent approach with existing providers.
• A naturally personable, great communicator who has a passion for their work.
• Knows how to have fun whilst maintaining a professional outlook.

Experience And Skills

• Excellent written and spoken English.
• Proven ability to work independently while contributing effectively to team goals.
• Strong analytical and problem solving skills.
• Great communication and listening skills.
• Meticulous attention to detail.
• Previous experience in a similar customer service and/or operations role is preferred.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Customer Service, Finance, and Administrative

Industries

• Technology, Information and Media and Financial Services

Referrals increase your chances of interviewing at Moneybox by 2x

Get notified about new Customer Executive jobs in London, England, United Kingdom.