Customer Relationship Specialist

7 months ago

Hessle, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

**RESPONSIBILITIES**

**_ Proposal and Pay out processing_**
- Work closely with Sales/Customers to smooth the onboarding and agreement set-up processes and providing real-time updates to customers and other interested parties when required
- 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

**_ Delivering customer service in line with best practice_**
- Process all requests for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information
- Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s

**_ Risk & 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

**WE WOULD LOVE TO HEAR FROM YOU IF YOU**:

- Can work independently as well as part of a team
- Have proven experience of working proactively and taking initiative
- Have excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority.
- Have strong interpersonal skills, quick to develop and maintain relationship both internally and externally
- Have GCSE Level Mathematics and English or equivalent

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

- Have good knowledge of Microsoft Products
- Have previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles
- Have experience of the Asset Finance industry

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

**#LI-TW1** **#LI-CBAFL** **#LI-Onsite**

Founded in 1987 Close Brothers Asset Finance has grown and expanded, and now has multiple offices across the UK including our head office in Wimbledon, as well as offices in Chester, Burton, Glasgow, Sidcup and Manchester.

We remain focused on markets and services we know and understand. We have developed long-term relationships with our customers to fully understand their intricate business operations in order to support their long-term growth.

We remain committed to our traditional values of service, expertise and relationships alongside teamwork, integrity and prudence, to help the people and business of Britain thrive over the long term.

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