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 Customer Operations 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 managing and processing incoming account requests and Static Data Changes with excellent organisation, time management and attention to detail.

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

• Previous experience in a customer operations role in a highly regulated environment.
• Good understanding of FCA regulation regarding customer services
  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

• 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
• 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