Financial Coach & Customer Guidance Specialist

Company: Moneybox
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Job Description:

Moneybox is building a new kind of advice service and is seeking a proactive customer advisor who will lead clients through the advice journey. You will listen, ask questions, build trust and collect information to help people meet their financial goals.

You’ll provide non-advised coaching when required and support customers with technology-enabled processes, ensuring a high standard of service and a positive outcome for clients.

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Posted: October 9th, 2026