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 Close Brothers Asset Finance Team where you will provide an efficient and effective service to our Customers. Understanding their needs and requirements, along with providing solid and consistent support to the Sales team. The role includes all activities involved in the processing and management of finance applications and agreements throughout the full lifecycle, ensuring we deliver an efficient and effective service to internal and external customers.
RESPONSIBILITIES
Work closely with Sales/Customers to smooth the onboarding and agreement set-up processes with a focus on getting things right first time and providing an efficient, effective service to our customers, providing real-time updates to customers and other interested parties when required
Provide support to the Sales/Customers with processing of new proposals, including checks on anti-money laundering, credit searching, linking exposures and loading and checking assets
Responsible for checking and collating documentation and associated paperwork in a timely manner to ensure Customer needs are met and CBAFL are in full compliance with current legislation and credit approvals
Preparing accurate payments to suppliers, brokers and customers
Ensure all relevant internal checks and reviews are completed accurately and in line with company procedures
Accurate loading all types of finance agreements to platforms used by Asset including Salesforce and Alfa, with a full understanding of how each agreement and product works
Responsible for issuing Welcome Pack to all customers within agreed timescales and including all relevant documentation
Process deposits and initial payments on ALFA system
Receive enquiries by email or telephone, addressing these effectively and in a timely manner
Process all requests, where required, for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested.
Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s
Address Customer complaints in accordance with policy
WE WOULD LOVE TO HEAR FROM YOU IF:
You have the ability to work independently as well as part of a team.
You possess experience of working proactively and taking initiative
You have excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
Experience of providing excellent Customer support.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
You had previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles.
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 recruit.ssc@closebrothers.com 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-TW1 #LI-Hybrid #LI-CBAFL
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 Close Brothers Asset Finance Team where you will provide an efficient and effective service to our Customers. Understanding their needs and requirements, along with providing solid and consistent support to the Sales team. The role includes all activities involved in the processing and management of finance applications and agreements throughout the full lifecycle, ensuring we deliver an efficient and effective service to internal and external customers.
RESPONSIBILITIES
Work closely with Sales/Customers to smooth the onboarding and agreement set-up processes with a focus on getting things right first time and providing an efficient, effective service to our customers, providing real-time updates to customers and other interested parties when required
Provide support to the Sales/Customers with processing of new proposals, including checks on anti-money laundering, credit searching, linking exposures and loading and checking assets
Responsible for checking and collating documentation and associated paperwork in a timely manner to ensure Customer needs are met and CBAFL are in full compliance with current legislation and credit approvals
Preparing accurate payments to suppliers, brokers and customers
Ensure all relevant internal checks and reviews are completed accurately and in line with company procedures
Accurate loading all types of finance agreements to platforms used by Asset including Salesforce and Alfa, with a full understanding of how each agreement and product works
Responsible for issuing Welcome Pack to all customers within agreed timescales and including all relevant documentation
Process deposits and initial payments on ALFA system
Receive enquiries by email or telephone, addressing these effectively and in a timely manner
Process all requests, where required, for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested.
Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s
Address Customer complaints in accordance with policy
WE WOULD LOVE TO HEAR FROM YOU IF:
You have the ability to work independently as well as part of a team.
You possess experience of working proactively and taking initiative
You have excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
Experience of providing excellent Customer support.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
You had previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles.
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 recruit.ssc@closebrothers.com 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-TW1 #LI-Hybrid #LI-CBAFL
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 Customer Relationship Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Wimbledon 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 Bank Jobs is a plus.