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 money, it’s about the means to more – freedom, opportunities, possibilities, and peace of mind. Moneybox is an award‑winning wealth management platform that helps over one and a half million people build wealth through saving, investing, buying homes, and planning for retirement.
About the Role
Customer Care Team Lead (Maternity Cover, 12 months). You will lead and optimise the dedicated Customer Care function within Customer Operations, championing sensitive customer journeys such as complaint handling, Vulnerable Customer (VC) operations, and bereavements. Your mission will be to maintain operational excellence, protect our high‑performing culture, and ensure customers receive an empathetic, fair, and seamless experience during a crucial period.
What You'll Do
Leadership & People Management
- Direct Management: Lead, mentor, and support the progression of Care Executives, ensuring they continue to perform at their best.
- Quality Assurance (QA): Conduct QA checks, deliver feedback, and run targeted training to upskill the wider department in handling vulnerabilities and complaints.
- Collaborative Strategy: Partner closely with Operations Team Leads, Managers, and the wider Leadership team to align on departmental goals and share best practices.
Complaints Management & Root Cause Analysis
- Case Review: Review and approve final complaint responses and financial redress drafted by team members, ensuring strict adherence to regulatory standards and FOS guidelines.
- Workflow Management: Manage the intake, logging, and distribution of incoming complaints to ensure an equitable workload.
- SLA Monitoring: Monitor daily and weekly resolution deadlines to ensure zero regulatory or internal breaches.
- Root Cause Analysis: Identify systemic themes and trends in complaints; collaborate with stakeholders to implement preventive measures and minimise future escalations.
Vulnerable Customers & Bereavements
- Operational Oversight: Act as the definitive escalation point in our internal vulnerability Slack channels.
- Signposting & Accessibility: Partner with the Content, Comms, and Accessibility forums to continuously improve app features, customer signposting, and self‑service resources.
- Empathetic Service: Manage the operational workflow for bereavement cases, ensuring a best‑in‑class, deeply empathetic service for families and executors.
Data, Reporting & BAU Governance
- Metrics & Committee Reporting: Maintain and deliver key Management Information (MI) and metrics for internal leadership forums (e.g., Team Lead meetings) and senior committees, including RiskCo and the Vulnerable Customer Committee (VCC).
- Specialised Insight: Produce and analyse dedicated reporting covering both Complaints data and Vulnerable Customer (VC) metrics to track regulatory and operational performance.
- Ad‑Hoc Analysis: Deliver data‑driven insights and ad‑hoc reporting to evaluate process efficiency, measure business impact, and drive continuous internal improvements.
Who You Are
- Adaptable Leader: Jump into existing processes quickly, hold the respect of a wider team, and keep the ship running smoothly without missing a beat.
- Customer‑Obsessed: Passionate about advocating for customers, especially those experiencing vulnerability or distress.
- Sharp Organiser: Balance day‑to‑day operational workflows with high‑level strategic tracking and cross‑functional stakeholder management.
- Clear Communicator: Possess exceptional emotional intelligence, able to navigate sensitive customer situations and articulate ideas professionally to internal teams.
- Feedback‑Driven: View constructive feedback as a tool for growth and foster an open, transparent environment for your team.
Experience and Skills
- External Hires: Minimum 1+ years of experience in a similar leadership or senior escalated‑support role, ideally within Fintech or regulated Financial Services.
- Internal Hires: Open to current Team Leads and Managers.
- Skills: Exceptional written and verbal communication, meticulous attention to detail, and strong analytical problem‑solving abilities.
- Regulatory Knowledge: Familiarity with FCA guidelines regarding Vulnerable Customers and Dispute Resolution (DISP) is highly advantageous.
Working Hours
- Shifts: Monday to Friday, 9:00 AM – 5:30 PM (additional overtime available).
- Blackout Period: End of the tax year (April) is a strict holiday blackout period for this role.
Commitment to DE&I
We promote, support and celebrate inclusion, diversity and equity for all, ensuring every employee can bring their full selves to work. We encourage applicants to let us know if adjustments are needed to support an equal opportunity experience.
Working Policy
Hybrid policy: 2 days from our London office and 3 from home. If the role states it is 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.
Equal Opportunity Employer
Moneybox is an equal opportunity employer. We do not discriminate on the basis of race, colour, religion, sex, national origin, age, disability, or any other protected characteristic.
