Client Executive

5 months ago

Hove, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

**RESPONSIBILITIES**
- Provide on hand support for client managers with effective handling of client queries, requests, internal administrative and reporting requirements.
- Maintain our processes and systems in respect of Agreement changes, aligned to our business authorities. To include variation letters and legal documentation requests.
- Handling client payment requests and processing within business authorities.
- Assisting the new business/onboarding process with system set up checks and client training.
- Timely and accurate system closures, to include completion and circulation of Termination reports.
- Attend client visits as required to enhance and build on existing relationships

**_ Standards of performance_**
- Put customers at the heart of what we do as a business and that when delivering our products and services the customer’s needs are met as far as possible.
- Ensure that our products and services are clearly, fairly and accurately described in marketing and other client documentation.
- Ensure that customers are treated fairly throughout the transaction lifecycle.

**Risk & Compliance**
- Ensure understanding, identification, management and monitoring of risk in accordance with agreed policies.

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

- Have strong numeric and computer skills
- Have experience of working within financial services

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

- Previously have done a Customer facing role
- Have acquired ABFA qualification to Foundation level

**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-CBIF #LI-Onsite**

Close Brothers' purpose is to help the people and businesses of Britain thrive over the long term.

To achieve this, all of our diverse, specialist businesses have deep industry knowledge so they can understand the challenges and opportunities that our customers and clients face. We support the unique needs of our customers and clients to ensure that they thrive, rather than simply survive, whatever the market conditions.

We combine industry expertise with innovative, flexible funding solutions to support firms across the UK. Our range of products can be tailored to meet business objectives such as improving cash flow or financing strategic events including mergers and acquisitions.

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