Customer Operations Executive - 7 Month FTC

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 Savings Team where you will ensure that the on boarding of Retail and Corporate customers is in accordance with departmental procedures and within agreed SLAs. Working as part of the Customer Operations team our ideal team member will have previous experience in a regulated services environment with excellent attention to detail.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

• Proven experience in a regulated services environment
• Good organisation, time management and attention to detail
• Able to adapt and prioritise a varied workload in a busy environment
• Proactive attitude with experience of identifying areas for process improvement
• Intermediate Microsoft Excel and Word skills
  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

For roles offering hybrid working: 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

Processes

• Create and maintain customer records in Temenos (T24) system.
• Complete due diligence on new and existing customers in accordance with the department’s onboarding procedure
• Process ongoing account requests ensuring that customer instructions are acted upon efficiently and work is completed to Savings Operations agreed standards
• Represent the department when required in user testing changes to applications and systems, communicating results accordingly
• Develop an understanding of how Front Office, Back Office and Customer Operations interact, building cross-departmental relationships
• Support ongoing projects, completing retrospective reviews to ensure data accuracy of records held
• Provide telephony support to Customer Services during peak periods.

Customer

• Maintain a customer-focused mindset ensuring that any correspondence is clear and accurate, and instructions are responded to within agreed SLAs
• Champion the customer always and provide excellent service

Conduct, Risk and Compliance

• 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
• Escalate issues and process gaps where identified to the line manager, while developing a knowledge of the risks posed by both the operational environment and the conduct of the bank
• Complete all online regulatory training when required by the business
• Behave at all times in line with Savings ‘Vision and Values’