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Moneybox
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  • Customer Operations Executive  

    - London
    Customer Operations ExecutiveLondonCustomer Operations – Customer Oper... Read More
    Customer Operations ExecutiveLondonCustomer Operations – Customer Operations /Full Time /HybridApply for this jobMoneybox 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 doWork 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 areA 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.#LI-CS1Our Customer Commitment Here at Moneybox, we're here to help our customers turn their money into something greater. That could be helping them to save for what matters, invest for their future or buy their first home. Whatever their reason for joining us, we guarantee a service that’s simple and reliable, that supports them in achieving their goals, and celebrates with them along the way.That’s why our commitment to customers is a priority and our customer-facing teams are dedicated to supporting each and every one of them throughout their Moneybox journey.We RAISE the bar with our service....Relationship:We put customers first. We provide swift resolutions and always try to keep conversations with the same person. We celebrate our customers' wins and aim to provide an excellent standard of service.Advocacy:We listen to our customer’s and advocate for them at each step of their journey. We have established systems to share customer feedback, and likewise, act on their behalf during testing of new features.Integrity:We work honestly, fairly and with our customer's best interests in mind. Where possible, we provide extra support to those that may need it, especially in cases of accessibility or vulnerability.Simplicity:We are clear and simple. No complicated jargon, just straightforward conversations to make sure you fully understand our products and services. Expert App Knowledge:We provide the information to help customers achieve their goals. We encourage team learning and development to ensure our customer-facing teams are experts in the app, and their fields.If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would like to reach us then please email: talent@moneybox.com. If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.comApply for this job Read Less
  • Support Team Executive  

    - London
    Support Team ExecutiveLondonCustomer Operations – Support Team /Full T... Read More
    Support Team ExecutiveLondonCustomer Operations – Support Team /Full Time /HybridApply for this jobWe are currently growing at a rapid pace with more and more people using Moneybox. To support this exciting growth, we’re looking for someone to join our Support team and to ensure that Moneybox continues to be known for taking pride in supporting and delighting both existing and potential customers. We want to go above and beyond wherever we can and ensure that using the service is a great experience.What you'll do Interacting with current and potential customers through Intercom and phone to address any queries they have.Interacting with the Operations and Compliance team to ensure a great customer experience.Interacting with the Product team to continually improve the customer experience.Look for ways to go ‘above and beyond’ to make customers happy.Raising awareness of our mortgage advice service to help customers on their home-buying journey.Our Customer CommitmentHere at Moneybox, we're here to help our customers turn their money into something greater. That could be helping them to save for what matters, invest for their future or buy their first home. Whatever their reason for joining us, we guarantee a service that’s simple and reliable, that supports them in achieving their goals, and celebrates with them along the way.That’s why our commitment to customers is a priority and our customer-facing teams are dedicated to supporting each and every one of them throughout their Moneybox journey.We RAISE the bar with our service....Relationship:We put customers first. We provide swift resolutions and always try to keep conversations with the same person. We celebrate our customers' wins and aim to provide an excellent standard of service.Advocacy:We listen to our customer’s and advocate for them at each step of their journey. We have established systems to share customer feedback, and likewise, act on their behalf during testing of new features.Integrity:We work honestly, fairly and with our customer's best interests in mind. Where possible, we provide extra support to those that may need it, especially in cases of accessibility or vulnerability.Simplicity:We are clear and simple. No complicated jargon, just straightforward conversations to make sure you fully understand our products and services. Expert App Knowledge:We provide the information to help customers achieve their goals. We encourage team learning and development to ensure our customer-facing teams are experts in the app, and their fields.Who you areA driven, ambitious individual who’s looking to build their career at an exciting very- fast-growing company.Naturally personable, great communicator who has a passion for their work and the people they work with.Excited about being part of a fast-growing company that’s trying to make a positive mark on the world.Interested in savings and investments personally, with a desire to gain even more knowledge in both of these areas.Knows how to have fun whilst maintaining a professional outlook.Working days:Five days per week which will include weekend days in a rotational system.Shifts are a rotation of Core: 9am - 5:30pm, Late: 10am-6:30pm (off-peak), 11:30am - 8pm (peak) and Early: 8am - 4:30pm.Additional overtime hours are also available. Please note that during your training period hours will be 9am - 5:30pmExperience and Skills Excellent written and spoken English.Ability to work well both individually and as part of a team.Experience working to metrics in a contact center environment.Good analytical and problem solving skills.A ‘high-output do-er’ with a desire to work in a fast-paced, fast-changing startup environment.Able to confidently prioritise tasks, identify patterns and work independently.Bonus points for: Explaining clearly in the introduction email why you believe Moneybox is exciting and why you believe you are a great candidate.Direct experience with Intercom.#LI-CS1Visa Sponsorship:At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.Please read before you apply!By sending us your application you acknowledge and agree to Moneybox using your personal data as described below. We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: DPO@moneyboxapp.comYour application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know.Apply for this job Read Less
  • Support Team Phone Executive  

    - London
    Support Team Phone ExecutiveLondonCustomer Operations – Support Team /... Read More
    Support Team Phone ExecutiveLondonCustomer Operations – Support Team /Full Time /RemoteApply for this jobWe’re looking for people to join our dedicated Phone Support team to specialise in providing exceptional phone based customer support and to ensure that Moneybox continues to be known for taking pride in supporting and delighting both existing and potential customers. We want to go above and beyond wherever we can and ensure that using the service is a great experience.In the Moneybox Customer Support Team, we have different roles and responsibilities. Our team is made up of 40 Executives and 6 Team Leaders, we have Executives in the Sunrise Team role, the Support Team role and the Phone Team role. This Phone Team role will suit you if you are passionate about providing exceptional customer service over the phone, and are comfortable taking calls consistently throughout your working day. What you'll doInteract with current and potential customers primarily through our phone line.Work with the wider Operations and Compliance team to ensure a great customer experience.Understand how to interact with customers via email or chats where follow ups are required.You’ll learn some of our key operational tasks, to help out our Pensions and Customer Operations teams on these where neededWork within an energised and passionate team, sharing your knowledge and experiences.Look for ways to go ‘above and beyond’ to make customers happy.Our Customer CommitmentHere at Moneybox, we're here to help our customers turn their money into something greater. That could be helping them to save for what matters, invest for their future or buy their first home. Whatever their reason for joining us, we guarantee a service that’s simple and reliable, that supports them in achieving their goals, and celebrates with them along the way.That’s why our commitment to customers is a priority and our customer-facing teams are dedicated to supporting each and every one of them throughout their Moneybox journey.We RAISE the bar with our service....Relationship:We put customers first. We provide swift resolutions and always try to keep conversations with the same person. We celebrate our customers' wins and aim to provide an excellent standard of service.Advocacy:We listen to our customer’s and advocate for them at each step of their journey. We have established systems to share customer feedback, and likewise, act on their behalf during testing of new features.Integrity:We work honestly, fairly and with our customer's best interests in mind. Where possible, we provide extra support to those that may need it, especially in cases of accessibility or vulnerability.Simplicity:We are clear and simple. No complicated jargon, just straightforward conversations to make sure you fully understand our products and services. Expert App Knowledge:We provide the information to help customers achieve their goals. We encourage team learning and development to ensure our customer-facing teams are experts in the app, and their fields.Who you are Must have prior experience providing exceptional customer service over the phone, consistently throughout your working day.Passionate about delivering exceptional customer experiences and building trust-based relationships.Empathetic, proactive, and solution-oriented, always prioritising customer needs.Strong communicator with the ability to convey complex information clearly and effectively.Detail-oriented, adaptable, and committed to continuous improvement.Collaborative and motivated by helping customers succeed and ensuring a seamless experience. Working days: Five days per week, Monday to Friday. Shifts are 9am - 5:30pm.. Additional overtime hours are also available. #LI-CS1 Experience and skills Excellent written and spoken English.Ability to work well both individually and as part of a team.Relevant work experience.Good analytical and problem solving skills.A ‘high-output do-er’ with a desire to work in a fast-paced, fast-changing scale up environment.Please read before you apply!By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: DPO@moneyboxapp.comYour application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know.Apply for this job Read Less
  • Head of Product Design  

    - London
    Head of Product DesignLondonProduct Design – UX /Full Time /HybridAppl... Read More
    Head of Product DesignLondonProduct Design – UX /Full Time /HybridApply for this jobAbout MoneyboxMoneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point. Job BriefWe're looking for a passionate and experienced Head of Product Design to join our team and lead a key workstream within our fast-growing company. You'll play a critical role in shaping the user experience of our consumer-facing products, driving business impact, and building a world-class design team.You are a humble yet assertive leader who thrives in a fast-paced environment and isn't afraid to get hands-on. You have a proven track record of managing multiple workstreams and a strong commercial mindset that allows you to balance rapid experimentation with a high bar for quality.Please note this is a hybrid role with two days per week in our London office. What you'll do Design Leadership: Lead the design of a core product workstream across our app and web platforms, ensuring a high-quality, user-centered experience from ideation to implementation. You'll be the expert in your domain, guiding the team and overseeing the entire design workflow.Team Management & Coaching: Directly manage and mentor a team of talented product designers. You'll provide regular feedback, conduct reviews, and foster their professional growth, helping them reach their full potential.Strategic Collaboration: Partner closely with your workstream's Product Lead to shape project briefs and align design efforts with broader company objectives. You will also drive alignment on design priorities and delivery timelines with senior stakeholders.Functional Excellence: Champion the use of lean UX principles and a data-driven approach to design. You'll be responsible for measuring and improving the impact of your team's work and driving functional improvements within the design department.Cross-Functional Partnership: Collaborate effectively with product managers, engineers, and other leads across the product design function (UX, UI, and Research) to ensure seamless delivery and a cohesive user experience.What we're looking for Experienced Leader: A leader with a minimum of 10 years of experience in product design, with a significant portion of that time spent in a leadership role.Fintech & Startup Experience: Demonstrable experience within a consumer-facing fintech company, preferably at a scale-up or startup stage. You should have a strong understanding of the UK fintech landscape and emerging trends in consumer finance.Expert Manager & Coach: Proven ability to manage, coach, and inspire a team of product designers. You know how to delegate effectively, provide constructive feedback, and support your team's growth.Strategic & Pragmatic: You possess a strong product sense and can make sensible tradeoffs to balance user needs with business goals. You are flexible in your approach and can switch between leading and hands-on design work as needed.Exceptional Communicator: You excel at stakeholder management and can articulate design decisions and their business impact to both technical and non-technical audiences. You have the ability to speak with business fluency.What's in it for you? Competitive remuneration package.Company sharesEnhanced company pension schemeHybrid working environmentHome office furniture allowancePersonal Annual Learning and Development budgetPrivate Medical InsuranceHealth Cash Plan (cashback on visits to the dentist & opticians etc)Cycle to work schemeGympass subscription to a variety of gyms and wellbeing appsEnhanced parental pay & leave25 days holiday + bank holidays with additional days added with length of service.Our Commitment to DE&IAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potentialWorking Policy:We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.Visa Sponsorship:At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.Please read before you apply!Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance. By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would like to reach us then please email: talent@moneybox.com. If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com#LI-CS1Apply for this job Read Less

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