Job Description
Full job description
OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Invoice Finance (CBIF) team where you will work alongside our Client Managers to delivering innovative funding solutions and outstanding customer service to our clients in the Commercial Portfolio (funds in use up to £3M).
Working as part of the Client Services our ideal new team member will have previous experience in customer facing roles, ideally within the invoice finance world and will possess excellent communication, prioritisation and administrative skills.
RESPONSIBILITIES
Provide on-hand support for client managers with effective handling of client queries, requests, internal administrative tasks and reporting requirements.
Ensure an excellent standard of service is provided at all times
Accurately process client payment requests on the day of receipt and ensure that any overpayments are in accordance with an approved authority
Process any changes to clients terms and conditions and ensure they are accurately documented on the client file
Process relevant fees, reports and documentation in relation to client terminations
Review IDeal dashboard and liaise with clients on any reconciliation variances
Assist with the new business/onboarding process, especially with system set up and client training.
WE WOULD LOVE TO HEAR FROM YOU IF:
You have relevant experience in a client facing role, ideally within the Invoice Finance industry
You're an excellent communicator both verbally and written
You build effective working relationships with both colleagues and clients
You're detail orientated and highly organised - able to effectively prioritise your own workload
You love working in a team, but can handle individual tasks
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
Have obtained or are working towards an ABFA qualification to Foundation level.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at [email protected] or request a call back.
ABOUT US
At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers
To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#3740XXXXXX95541
To find out more about our benefits:
https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
#LI-JN1 #LI-CBIF #LI-Hybrid
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Invoice Finance (CBIF) team where you will work alongside our Client Managers to delivering innovative funding solutions and outstanding customer service to our clients in the Commercial Portfolio (funds in use up to £3M).
Working as part of the Client Services our ideal new team member will have previous experience in customer facing roles, ideally within the invoice finance world and will possess excellent communication, prioritisation and administrative skills.
RESPONSIBILITIES
Provide on-hand support for client managers with effective handling of client queries, requests, internal administrative tasks and reporting requirements.
Ensure an excellent standard of service is provided at all times
Accurately process client payment requests on the day of receipt and ensure that any overpayments are in accordance with an approved authority
Process any changes to clients terms and conditions and ensure they are accurately documented on the client file
Process relevant fees, reports and documentation in relation to client terminations
Review IDeal dashboard and liaise with clients on any reconciliation variances
Assist with the new business/onboarding process, especially with system set up and client training.
WE WOULD LOVE TO HEAR FROM YOU IF:
You have relevant experience in a client facing role, ideally within the Invoice Finance industry
You're an excellent communicator both verbally and written
You build effective working relationships with both colleagues and clients
You're detail orientated and highly organised - able to effectively prioritise your own workload
You love working in a team, but can handle individual tasks
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
Have obtained or are working towards an ABFA qualification to Foundation level.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at [email protected] or request a call back.
ABOUT US
At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers
To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#3740XXXXXX95541
To find out more about our benefits:
https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
#LI-JN1 #LI-CBIF #LI-Hybrid
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
💡 Quick Summary
Seeking a career-building opportunity? The Client Executive position is now open for candidates interested in the Admin Executive sector. This role in Manchester offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
