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Internal Account Manager

3 months ago

Wrexham, Wrexham, United Kingdom Close Brothers Group Full time

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 Corporate Asset Solutions (CAS) team where you will provide Internal Account Management support to our new business introducers, cultivating productive relationships with both internal and external stakeholders and ultimately managing the flow of new business proposals.


While you will be trained on, and work across all our various channels, you'll have a specific focus on our Vendor channels.


Based primarily in the Southampton office, and working across the wider sales team, you will support the delivery of individual Account strategies as determined by the Sales Manager.

You will triage all proposals to ensure suitability for credit purposes and control the process flow thereafter.


To be successful in the role, you will have a proven track record in an Account Management, Relationship Management or Customer service type role and will possess excellent communication and problem-solving skills.


RESPONSIBILITIES
Work in tandem with the Sales Managers (External Sales) to provide exceptional service to our Introducers.

Build and maintain long-lasting relationships with clients, understanding their needs and preferences to tailor our services accordingly.

Strive to exceed performance metrics and business SLA's, including proposal submissions, decisioning and outbound telephone calls to Introducers.

Proactively identify opportunities to upsell or cross-sell products/services that align with customers' requirements.

Act as a brand ambassador, promoting our company's values and maintaining a positive brand image at all times.

Keep accurate records of customer interactions and transactions using our internal systems.


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.


WE WOULD LOVE TO HEAR FROM YOU IF:


You have relevant experience in a Relationship Management, Account Management or Customer Service type role where the client/customer relationship and doing the right this was paramount.

You possess excellent relationship building skills with a proven track record of working effectively with people both inside and outside the organisation

You're a strong communicator, both written and verbally

You have a proactive attitude and strong problem-solving skills.

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

Have experience within the Asset Finance or Banking industry

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 or request a call back.


ABOUT US
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:

To find out more about life at Close

To find out more about our

To find out more about our commitment to creating an inclusive environment:Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

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