Customer Operations Team Leader

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.

Customer Operations Team Leaders are the backbone of our Customer Operations team, ensuring everything runs like a well-oiled machine! As a Team Leader, you'll be the go-to person for a group of Executives, providing guidance, support, and motivation. You'll also be the master of workflow, juggling tasks and tackling escalations with ease. It's a challenging but rewarding role that's perfect for anyone who loves to lead, problem-solve, and make a real difference in the lives of our customers. 

The Customer Operations team plays a vital role in our business. We manage ISA and Lifetime ISA transfers (both in and out of Moneybox) and facilitate payment processing for incoming transfers. We help first-time buyers reach a significant milestone: purchasing their home. Our team supports customers withdrawing from their Lifetime ISA for this purpose, ensuring a smooth and seamless experience. Our team interacts with external parties, including financial service providers and solicitors, as well as our customers. To excel in this role, you must be skilled at providing exceptional customer and third-party service while ensuring our back-end processes are efficient and error-free.