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Moneybox · 19 hours ago

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

United States

Contract

Remote

New Grad, Entry Level

Moneybox is a fast-growing fintech company aiming to help a generation invest in their future. They are seeking a Customer Operations Executive on a fixed-term contract to support their operations during a busy period, managing ISA and LISA transfers while ensuring excellent customer service.

BankingFinanceFinancial ServicesFinTech

Growth Opportunities

Responsibilities

Managing ISA and LISA transfers end-to-end

Keeping customers informed

Chasing providers who are dragging their heels

Making sure every transfer crosses the finish line correctly

Scanning for any unusual transfers and flagging them for review

Processing straightforward transfers and verifying amounts match customer expectations

Documenting everything so customers know the status of their transfers

Problem-solving customer queries and ensuring required documentation is complete

Explaining processes and timelines to customers clearly and patiently

Triple-checking every reference number and customer account number

Qualification

Customer service experienceAttention to detailOperations experienceFinancial services knowledgeWrittenComfortable with technologySpoken EnglishWork under pressure