Customer Relationship Specialist (12 Months 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 Close Brothers Asset Finance Team where you will be supporting the Pay Out team with preparing accurate payments to our suppliers, brokers and customers, as well as maintaining day to day administration. Our ideal team member will have previous experience with managing payments and working in an analytical capacity.

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

• knowledge and experience of the Financial Services industry or a busy professional office working to deadlines in a high performance team.
  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

• Preparing accurate payments to suppliers, brokers and customers.
• Process deposits and initial payments on ALFA system.
• 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.
• Process all associated documentation for new business transactions on the ALFA lease management system.
• To check all finance documentation for new transactions are correct and adherence to credit sanction has been met, to ensure full compliance with current legislation and credit policies.
• To help support the team with additional tasks as required to maintain the smooth running of the office.