Customer Services Executive

7 months ago

London, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

Reporting to the Customer Services Manager within the Treasury department, the Customer Services Executive will act as a point of contact for Corporate and Retail customers. The Customer Services Executive will be responsible for dealing with a high volume of customer correspondence and instructions in order to provide a professional service to both our business and personal customers.

The Customer Services Executive will ensure that all inbound and outbound communication meets the standard required in line with Conduct Risk.

**RESPONSIBILITIES**

**_ Customer:_**
- Service telephone enquiries from Retail (personal) and Corporate (business) customers and follow internal procedures to provide information as required
- Responsibility for all Retail and Small Corporate dealing work, including deal inputting, breaks, reversals and amendments
- Act as a point of contact for any internal or external customer queries
- Maintain a customer-focused mindset ensuring that any outgoing correspondence is clear and accurate and queries are responded to within agreed SLAs
- Champion the customer at all times and provide excellent service

**_ Processes:_**
- Maintain a strong knowledge of all Treasury products with the ability to learn new products and systems quickly
- Process ongoing account requests ensuring that customer instructions are acted upon effectively and work is completed to Treasury agreed standards
- Manage departmental inboxes and ensure all tasks are completed in line with SLAs
- Represent the department when required in User Acceptance Testing, communicating results accordingly
- Attend meetings where relevant, acting as the departmental Champion on various topics and feeding back outputs
- Prepare and submit Know Your Customer (KYC) reports for new customers and review KYC notes for existing customers on an ongoing basis
- Develop an understanding of how Front office, Back Office and Customer Operations interact, building cross-departmental relationships

?**WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE**:

- GCSE Level (or equivalent) Mathematics and English at grade C or above
- A level qualifications or equivalent
- Proven experience in a telephone based customer service role
- Demonstrate excellent verbal and written communication skills with both internal stakeholders and external customers
- A proactive attitude with proven ability to problem solve
- Recent experience of providing excellent customer service
- Good organisational skills and proven ability to manage time effectively whilst maintaining excellent attention to detail
- Proven ability to prioritise and adapt in a busy environment
- Intermediate Microsoft Office skills

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

- Experience in a customer service function within Financial Services or Banking Operations
- Experience of project work in a customer service role

LI-AA1 #LI-TG1 #LI-Hybrid

**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**:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. We employ over 3,500 people, principally in the UK.

Close Brothers Group plc is listed on the London Stock Exchange and is a member of the FTSE 250.We remain focused on markets and services we know and understand, developing leading positions and unrivalled expertise. Our approach is prudent and considered enabling us to grow sustainably, through all market conditions, building confidence among our depositors and investors.

Our businesses have remained local as we continue to provide bespoke services, and developing long-term relationships ensuring our success in the future. We value our clients over everything else. What they do is important - they are the doers and makers of things, the wealth creators, the investors and the savers. We ensure our services meet their specific needs and invest to support them as they grow.

These principles, founded in our past but applied to the modern world today, represent what we describe as ‘modern merchant banking’ - values that are embedded in our culture and that underpin everything we do.

  • Customer Service Executive

    7 months ago

    London, United Kingdom Lloyd Recruitment Services Ltd Full time

    Lloyd Recruitment Services are delighted to be recruiting on behalf of a market leading specialist finance provider that seeks a Customer Service Executive to join their team on a 12 month contract basis (with a good chance of it leading to a permanent position). This is a fantastic opportunity to join an established, highly professional organisation that...

  • Customer Service Executive

    6 months ago

    London, United Kingdom Active Recruiting Consultants Ltd Full time

    **Chance to break into the UK’s biggest sector, Financial Services** - **Job Title**: Customer Service Executive - **Salary**: To £24,000 + bonus - **Location**: Fully office-based, Islington (N1), hours Mon - Fri, 9 - 5.30 - **Requirements**: Strong communication skills & driven mentality with strong telephone-based customer service experience or a...

  • Customer Service Coordinator

    48 minutes ago

    London, Greater London, United Kingdom De Lacy Executive Full time

    Job Description:We are looking for a Customer Service Coordinator to join our team in Shropshire. The successful candidate will be responsible for providing day-to-day support to the external sales team, managing customer information using CRM software, processing sales orders and resolving customer queries, handling general sales admin, including quotations...

  • Executive Director, Parks and Visitor Services

    7 months ago

    London, United Kingdom Executive Full time

    Parks and Visitor Services Division Executive Director, Parks and Visitor Services DBCA0210419 PSCA, Class 2, $196,891 plus 11% Superannuation THIS IS A 5-YEAR, FULL-TIME SENIOR EXECUTIVE SERVICE (SES) POSITION APPLICATIONS FOR THIS POSITION CLOSE AT MIDDAY ON FRIDAY, 10 NOVEMBER 2023 About DBCA and Parks and Wildlife Service: The Parks and...

  • Customer Service Executive

    6 months ago

    London, United Kingdom WorkGaps HR Full time

    **Customer Service Executive - Permanent Role in Central London** We are seeking a dedicated and enthusiastic Customer Service Executive to join our client's team in Central London. This permanent role offers a competitive salary of £26-28k per annum. **Responsibilities**: - Handling all telephone enquiries from both prospective and existing customers. -...

  • Customer Services Executive

    7 months ago

    London, United Kingdom British American Tobacco Full time

    . **BAT is evolving at pace - truly like no other organization.** To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey! **BAT UK IS LOOKING FOR A Customer Services Executive** **FUNCTION**: Key Accounts **SALARY RANGE**: Competitive salary + excellent...

  • Customer Service Executive

    7 months ago

    London, United Kingdom Jetex Full time

    **Department: BQH Operations**: **Location: London**: **Reporting To: Operations Supervisor**: - SIGN IN & APPLY**ABOUT THE COMPANY** Join Jetex, an award-winning global leader in executive aviation with a unique ecosystem of more than 30 destinations around the world whose success always springs from the engagement and talent of teams who create flexible,...

  • Customer Service Executive

    1 week ago

    London, United Kingdom TRI Consulting Ltd Full time

    A large Housing Association is looking for a number of Customer Service Executives on a temporary basis for approximately 3 months with permanent opportunities.Key responsibilities are as followsAs a Customer Service Executive you will have the required authority, budget, skills and support to creatively address the housing needs of your residents. You will...

  • Customer Service Executive

    2 weeks ago

    London, United Kingdom TRI Consulting Ltd Full time

    A large Housing Association is looking for a number of Customer Service Executives on a temporary basis for approximately 3 months with permanent opportunities. Key responsibilities are as follows As a Customer Service Executive you will have the required authority, budget, skills and support to creatively address the housing needs of your residents. You...

  • Customer Service Executive

    3 months ago

    London, United Kingdom CV-Library Full time

    A large Housing Association is looking for a number of Customer Service Executives on a temporary basis for approximately 3 months with permanent opportunities. Key responsibilities are as follows As a Customer Service Executive you will have the required authority, budget, skills and support to creatively address the housing needs of your residents. You...

  • Customer Service Executive

    6 months ago

    London, United Kingdom TRI Consulting Ltd Full time

    A large Housing Association is looking for a Customer Service Executive on a temporary basis for approximately 3 months+ Key responsibilities are as follows As a Customer Service Executive you will have the required authority, budget, skills and support to creatively address the housing needs of your residents. You will be the main point of contact for...

  • Customer Services Executive

    7 months ago

    London, United Kingdom Close Brothers Group Full time

    **OVERALL SUMMARY** Reporting to the Customer Services Manager within the Treasury department, the Customer Services Executive will act as a point of contact for Corporate and Retail customers. The Customer Services Executive will be responsible for dealing with a high volume of customer correspondence and instructions in order to provide a professional...

  • Customer Service Executive

    7 months ago

    London, United Kingdom CSP LTD Full time

    Are you passionate about providing exceptional service and resolving customer inquiries? Join our team as a Customer Service Executive and become a vital part of our commitment to delivering outstanding customer experiences. **Responsibilities**: - Answer incoming customer calls and respond to customer inquiries in a professional and timely manner -...

  • Customer Service Executive

    6 months ago

    London, United Kingdom CSP (UK) Ltd Full time

    As a Customer Service Executive, you will be at the forefront of our commitment to customer success. Your primary responsibility will be to engage with our valued customers, address inquiries, resolve issues, and ensure a seamless experience. This role requires strong communication skills, empathy, and a passion for exceeding customer...

  • Customer Service Executive

    7 months ago

    London, United Kingdom Relay Group Ltd Full time

    Are you a results-oriented individual with a passion for delivering exceptional customer experiences while driving sales? Join our team as a Customer Service Executive and be instrumental in building lasting customer relationships while achieving sales targets. **Responsibilities**: - Interact with customers, understand their needs, and provide tailored...

  • Customer Service Executive

    6 months ago

    London, United Kingdom Yacht Week Full time

    **Day 8 Experiences Ltd** is the company behind **Yacht Week** & **The Ski Week.** Since 2006, we have welcomed more than _**110,000 guests**_ from over **199 countries** and established a truly **global community** of travellers from all walks of life. Our vision is to create extraordinary experiences that spread joy, spark an appreciation for our planet...

  • Customer Service Executive

    6 months ago

    London, United Kingdom CSP (UK) Ltd Full time

    As a Customer Service Executive, you will be at the forefront of our commitment to customer success. Your primary responsibility will be to engage with our valued customers, address inquiries, resolve issues, and ensure a seamless experience. This role requires strong communication skills, empathy, and a passion for exceeding customer...

  • Customer Service Executive

    7 months ago

    London, United Kingdom Relay Group Ltd Full time

    Are you a seasoned sales professional with a knack for building strong customer relationships and driving revenue growth? We're looking for a dynamic and results-driven Customer Sales Executive to lead our sales team and elevate our customer acquisition and retention strategies. **Responsibilities**: - Provide exceptional customer service to clients in...

  • Customer Service Executive

    6 months ago

    London, United Kingdom CSP (UK) Ltd Full time

    Are you passionate about fostering strong client relationships and providing exceptional service? Join our team as a Customer Service Executive, where you'll play a crucial role in nurturing client satisfaction and retention. **Responsibilities**: - Serve as the main point of contact for customer inquiries and concerns - Provide exceptional customer...

  • Customer Service Executive

    3 weeks ago

    London, United Kingdom International SOS Full time

    Company description: International SOS is the world’s leading medical and security services company with over 12,000 employees working in 1,000 locations in 90 countries. Established 35 years ago, we have become the market leader in global telehealth services and digital health solutions for an extensive client base of Fortune 500 companies, NGO’s and...