Corporate Client Executive

at  Close Brothers Group

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 support the Corporate Client Managers to deliver excellent service to a portfolio of Corporate clients with Invoice Finance facilities of £3M and up.
Key responsibilities include acting as a first point of contact on a variety on client queries, facilitating client payments and ensuring accurate documentation just to name a few.
Working as part of the team based in our Manchester office, our ideal team member will be an effective communicator with a strong attention to detail and excellent problem-solving skills.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• You have some prior experience in a Client Support or Customer support role
• Have prior experience in the Invoice Finance world
• Are pursuing an ABFA qualification
  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, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

• Act as the first point of contact for any operational client queries
• Meet new clients with the Corporate Manager to understand the clients and their ongoing requirements
• Provide training on the systems to new clients within a day of initial pay out
• Complete first security reviews within two months of paying out
• Log receipt of all management accounts and Year End accounts, and chase MI monthly.
• Facility transfer instructions for disclosure team, banking team and security team.
• Issue notice of failure and apply all fees’ following client failure.
• Provide ad-hoc reports for Client Manager team, auditors (i.e. Experian and D&B reports, availability screens, Surveys Reports, Prospect Review Form, legal documents from papervision)
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.