• Client Services Associate

    Job Locations UK-London
    Job ID
    # of Openings
    Business Entity
    Octopus Investments
    Customer Service
    Permanent Full-Time
  • Overview

    Client Relations Associate


    Managing the Client Relations inbox, resolving all queries to the highest standard (via email or letter) spanning the entirety of all Octopus’s investment products and services.

    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 £6 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.


    About the role


    Working in our highly regarded 25 people strong Client Relations department, this role will sit within the Support Team. You will predominantly work closely with one other colleague and with the wider Client Relations department.


    Essential Job Functions

    • Answer customer email queries from a central mailbox on a daily basis within agreed timeframe
    • Take ownership of all queries from start to finish keeping customers updated throughout the process
    • Liaise closely with various departments around the business in order to resolve queries
    • Log all contact and customer feedback on our CRM system
    • Adhere to regulatory and business standards on all written communications
    • Help the team deliver a customer experience that is industry leading
    • Propose improvements to our processes/systems that will improve the customer experience by listening to customers and clearly identifying their needs
    • Help create a professional but fun environment for you and your colleagues


    Job Specific Experience/Technical Skills/Abilities

    • Previous experience in customer service essential
    • Must be customer focused and enjoy helping others
    • Ability to extract and understand written information
    • Excellent writing skills, as well as the ability to communicate and collaborate effectively
    • Experience in prioritising work load and juggling high volumes
    • Ability to consistently meet tight deadlines
    • Strong work ethic


    Competency Requirements

    Be helpful


    Random acts of kindness make the workplace a better place. So, go out of your way to be helpful, and give people reasons to smile.


    Be straightforward


    Life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.


    Be bold


    Every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself.



    At Octopus, we recognise the importance of embracing diversity in order to create a high performance culture.


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