Customer Relationship Specialist

4 months ago

Chester, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

**RESPONSIBILITIES**
- 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.
- Process deposits and initial payments on ALFA system.
- Support Sales Team by speaking to Customers, and internal stakeholders to progress with new business transactions.
- Ensure all company systems, including ALFA, Salesforce (including Middle Office) are kept updated with relevant Customer information and to agreed data quality standards.
- Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators.
- 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 excellent administrative experience/ skills.
- You are numerate with analytical ability.
- You possess excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
- You show strong interpersonal skills, quick to develop and maintain relationship both internally and externally.
- You have experience of providing excellent Customer support.

**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.

**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 life at Close Brothers**:
**To find out more about our benefits**:
**To find out more about our commitment to creating an inclusive environment**:
LI-TW1 #LI-hybrid #LI-CBAFL

**The Company**

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.

**Inclusion**

**The Benefits**

**Private medical**

**Discounted health checks**

**Stakeholder pension contribution**

**Gym discounts**

**Cycle to work scheme**

**Save As You Earn scheme**

**Purchase additional holiday**

**Charity & Sustainable work**

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.

To find out more detail please follow the link below:

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