Customer Service Advisor

6 months ago

Southampton, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

Join the Corporate Asset Solutions (CAS) team where you will perform various administrative tasks, with the main focus being to aid the Customer Services team in providing assistance and support to CAS' existing customers.

Based in our office near Southampton, this is a 12 month contract that would ideally suit someone with a background in customer services and administration, ideally from within the financial services sector. Most importantly, you'll be an excellent team play with strong communication and problem solving skills.

**RESPONSIBILITIES**
- Processing payments, dealing with customer complaints and also issuing replacement documents to customers.
- Setting customer Agreements live and transferring the data from the proposals system into the contract management system.
- Ownership of administrative tasks during the life of customer Agreements including opening and closing of Agreements; rolling Agreements into secondary rental periods; issuing title invoices; and chasing overdue invoices.
- Generating and issuing various letters, settlement quotes and statement of accounts to customers.
- Ensuring all customer account details are correct and up to date.
- Identifying customers with vulnerabilities and reporting this to the Department Heads.
- 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 strong communication and organisation skills.
- You are able to take the initiative, and can work as part of a team and also on your own.
- You have experience in MS Office (Outlook, Excel, Word).
- You display excellent attention to detail and have the ability to prioritise your workload.

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

- Have experience in a customer service-based role.

**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-JN1 #LI-CBAFL #LI-onsite

**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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