Customer Relationship Specialist

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 Asset Finance & Leasing (CBAFL) Team where you will provide an efficient and effective service to Hirers, Suppliers and Brokers, understanding their needs and requirements, working to exceed those wherever possible, 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, ensuring we deliver an efficient and effective service to internal and external customers.

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

• knowledge and experience of the Asset Finance industry
• Good knowledge of Microsoft Products
• 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, 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

• 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
• Process deposits and initial payments on ALFA system
• Support Sales Team by speaking to Customers, and internal stakeholders to progress with new business transactions.
• Assist with Customer calls, which may include a phone divert when Sales are unavailable or on annual leave
• Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators
• Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where you are unable to comply and to meet all data requirements
• 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