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Customer Success Specialist at Clim8 Invest

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  • London
  • fulltime
  • -
  • Full-time position. London-based, currently remote. Flexible working (2-3 days per week at the office)

    About Clim8

    Clim8’s mission is to have a positive impact on climate change. We want to empower millions of people to invest sustainably in themes such as clean energy, clean technology, sustainable food, smart mobility and recycling. Clim8 is well funded, having already raised over £12 million.

    About the role

    Committed to providing an optimum level of service – efficiency and quality. Sitting within our customer success division, you will report to the Operations and Customer Success Manager. 

    You will be accountable for ensuring streamlined management of customer accounts; managing relationships and compliance monitoring; AML and KYC. 

    You will contribute towards growing, achieving and maintaining great scores across all feedback/review platforms. And channelling the customer voice internally to help to continuously improve our product and service. 

    This role will focus on the following activities:

    • Account management – keeping customers updated on their account activity via email, live chat and telephone. 
    • Administrative – ensuring customer records are up to date and manually capturing data on an ad-hoc basis; data entry.  
    • Compliance – process and review customer documents; AML and KYC.  
    • Customer service – explain product and service offering to new prospective customers. 
    • Operations – streamlining processes to improve efficiency.
    • Relationship management – building transparent rapport; customer retention. 
    • Stakeholder management – creating and maintaining strong relationships internally and with our custodian. 
    • Championing customer feedback internally to the business and escalating issues to relevant departments. 
    • Consistently improving own knowledge and understanding of product and service; become a product expert. 

    About you

    Requirements

    • 1+ years demonstrable relevant work experience 
    • Experience working within a regulated environment – preferred
    • Degree educated – highly desirable
    • Takes ownership and proactive – likes to get things done 
    • Problem-solving – lateral and logical thinker
    • Team player – ability to add value to a team
    • Confident to work individually when needed
    • People’s person – ability to build rapport effortlessly
    • Clear and confident communicator; written and verbal English
    • Customer-centric – ability to create urgency within for the customer 
    • Meticulous attention to detail – analytical and quality driven 
    • Multitasking – ability to perform and deliver multiple tasks on time

    Benefits

    • Competitive salary based on experience, plus equity package 
    • 25 days holiday + bank holidays
    • Birthday day off
    • Company pension plan 
    • Flexible working
    • Work from home office equipment budget 
    • A diverse and inclusive culture
    • Building a better future!

    Please send your CV and cover letter to recruitment@clim8invest.com

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