Operations & Customer Officer

Job ID
# of Openings
Business Entity
Octopus Investments
Permanent Full-Time


About Octopus

At Octopus we’re transforming the industries we operate in and improving the lives of millions of people. We’ve built market-leading positions in a number of specialist sectors, including smaller company financing, renewable energy, healthcare and property finance. We employ 500 people and manage more than £7 billion on behalf of more than 50,000 investors. Our products don’t just help real people solve real life problems, they also make a positive impact on the world around us.

The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we’re always on the look-out for smart, talented people who share our values.



The team has been building nimbly and efficiently though the early stages of the first few customers and is now looking to augment the founding team rapidly over the coming months.


About the role


We are a small team building a start-up business with an ambitious roll-out plan over the coming months. Reporting to the Lifestyles Operations Manager you will be responsible for many day-to-day activities, essential to the smooth operation of our busy team. You will be a case manager, progressing cases through from application to completion, and then throughout the life of the loan including ongoing servicing and management of the properties. Whilst you will be in the Operations team, due to us being in a young, growing team, you may be asked to work on a variety of other areas and projects also.  


Key accountabilities of the role are:


  • Allocated case management
  • Service and management of properties for which you are case manager, directly engaging with advisers and service providers
  • Supporting other cases when colleagues are out of office
  • Manage customer and service inboxes
  • To achieve targets and work as part of a team to fulfil client service level agreement (SLAs)
  • Constantly identify how we can improve the experience for the customer and expedite the process, while maintaining rigorous standards.




To be successful you will need to demonstrate that you …


  • Have experience of working in an office environment, ideally in financial services, insurance or property for a minimum of 2 years
  • Experience of working in operations is strongly preferred
  • Experience of working in a customer facing role is strongly preferred


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