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The Client Onboarding team is positioned within Octopus Investments' Sales Operations team, overseeing the successful take-on of new clients and new investments. The team work closely with the Sales and Client Relations team to ensure the client experience is as smooth as possible. A range of regulatory requirements must be adhered to, as well as identify opportunities to streamline the onboarding process and enhance current technology, in order to effectively manage stakeholder expectations. Qualifications
General interest in Retail Financial Services, no prior finance experience required
Ability to prioritise and multi-task whilst working under pressure
Excellent communication skills - ability to manage senior stakeholders within the business
Proven problem solving ability
Comfortable working as part of a small team and individually
Comfortable working to strict deadlines and delivering on specific time constrained mandates
Strong work-ethic, comfortable working outside of regular working hours during busy times
Strong eye for detail and ability to work precisely and exactly is imperative
Our Values and DNA
At Octopus we don't just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold. And while these are the principles that guide us as an organisation, our DNA goes even further, by revealing our inner strengths:
We are loyal: we fully buy-in to the company's vision and believe in everything that Octopus stands for.
We are respectful: we live and breathe the Octopus values of being helpful, straightforward and bold.
We are resilient: we have an inner strength that means we never give in.
We are intellectually curious: we seek to understand how the world works and were always learning, adapting and improving.
We understand who our customers are: and because we know them really well, we always give them our very best.
What we offer Octopus has built an exciting and inclusive high-performance culture where employees feel empowered. This means we welcome discussions around flexible working hours. We also understand the value of diversity, and we have a team dedicated to promoting gender, ethnic, socio-economic, LGBT and disability equality, to make sure we back up our words with actions. All Octopus employees are given the opportunity to develop new skills, aim higher and accelerate their careers.