Moneybox
Support Team Leader
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About Moneybox
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.
The Role
The Support Team Leader will provide line management, professional guidance, and support to a small group of executives in the team along with a focus on the daily management of tasks. You will be the line manager for your team, and your main responsibilities will be the daily tasks, your team’s well-being and individual goals, and working with the wider team on improvements that can be made in processes and customer interactions.
As a Team Leader, you will act as a coach, conduct performance reviews, and have weekly 1-1’s with Support Team Executives, focusing on improving their skills and overall performance. You will have the necessary knowledge to answer and triage all queries in the general queue of queries.
You will also be able to step in and help out wherever needed, act as a duty coordinator on a daily basis with the support of other Team Leaders, and work closely with all other Team Leaders across teams to ensure that resources are fairly distributed for the best customer outcome.
Additionally, the Team Leader role will require you to be in the loop with all company changes, roadmaps, and the delivery of targets and goals in the relevant mission teams. Further to this, you will work closely with the Support Team Lead, Managers, and other Team Leaders to provide structure and guidance to develop and maintain a high-performing team.
What You'll Do
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Team Management
- Organise weekly 1-1’s with team members to discuss their progression and development according to current performance metrics
- Monitor customer interactions with team members via Intercom and phone calls and generate reports for the Compliance team
- Run coaching sessions with your team on best practices and customer service
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Daily Management
- Conduct daily morning huddles
- Focus on queue management and delegate tasks across the team appropriately as Duty Coordinator
- Maintain professionalism “on the floor” and encourage team members to be focused and motivated
- Act as the initial point of escalation and follow up on this accordingly
- Continue to interact with current and potential customers through Intercom to address any queries they have
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Expert Knowledge
- Understand where any niche issues and complaints should be escalated to and own the issue
- Identify issues from common customer queries and notice when things don't look right and make plans for improvements
- Provide assistance across all areas of Support when needed (training, content, intercom, calls etc.)
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- Improvements
- Assist the team lead in the development and implementation of progression frameworks for the Support Team
- Proactively look for ways to improve current processes and help to create or improve best practice guides
Working Days
- Five days per week, including weekend days in a rotational system
- Shifts are 9 am – 5:30 pm
- Additional overtime hours are also available
- This role can be fully remote within the UK or hybrid (2 days in the London office per week)
Who You Are
- You’re a natural people person, eager to lead a team and support them in reaching their full potential
- You work to encourage and promote diversity within the team and provide an open and transparent environment
- You’re an enthusiastic, positive, and proactive leader and you come at every challenge with an open-mind
- You’re a sharp organiser with the ability to see the big picture while managing the day to day workflow who can balance this while looking out for the best interests of the customer and team
- You’re communicative and able to argue for your ideas appropriately and professionally
- You value constructive feedback and see it as a chance for improvement to better your skills
- You’re a confident and friendly individual who has experience as a leader, able to clearly explain to customers what is needed of them, whilst providing a great Moneybox service
- You’re a mature, ambitious individual who’s looking to build their career at an exciting very fast-growing company
Experience And Skills
- Great written and verbal communication skills
- Strong analytical and problem-solving skills
- Ability to understand complex processes and explain them clearly to customers and team members
- Meticulous attention to detail
- Great time management skills
- Relevant experience in a similar role
- Minimum 1+ years of experience in a similar role
What's In It For You
- Opportunity to join a fast-growing, award-winning, and ambitious startup
- A friendly team of highly motivated individuals
- An environment where you are listened to and can have real impact
- Thriving collaborative and inclusive company culture
- Competitive remuneration package
- Opportunity to attend industry conferences and events
- Gympass subscription
- Private medical insurance
- Personal L&D allowance
- 25 days holiday plus bank holidays
Our Commitment To DE&I
At 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 potential.
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Working 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, please email: [email protected]
If you would rather we did not keep your details on file, you can contact us at: [email protected]
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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