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.

Job Role

Customer Success Specialist

Salary Band

Competitive based on experience + equity package

Industry

Financial Services

Job Level

Specialist

Full-time position (Monday-Friday, 9am-6pm)

Our Mission

Clim8’s mission is to have a positive impact on climate change by moving billions of pounds of investments into clean energy and truly green, sustainable companies. 

We have raised over £5 million in funding to build and launch our app, and our investors include a venture capital fund backed by the British Business Bank.

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. 

Responsibilities 

  • 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. 

Requirements 

  • 2+ 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 at hello@clim8invest.com 

With investing, your capital is at risk.

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