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 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 and conduct performance reviews along with 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 and act as a duty coordinator on a daily basis with the support of other Team Leaders. You will work closely with all other Team Leaders across teams in order to ensure that resources are fairly distributed for the best customer outcome that day.
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.
Working closely with the Lead, Managers and other Team Leaders with supporting the team daily, this role will be responsible for but not limited to the following:
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
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
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.)
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
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)
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 is able to 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
Great written and verbal communication skills
Strong analytical and problem-solving skills
Ability to understand complex processes and able to 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
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
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 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