Customer Relationship Specialist

2 weeks ago


Wimbledon, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

Join our Close Brothers Asset Finance (CBAF) Team, where you will be responsible for providing an efficient and effective service to Hirers, Suppliers and Brokers (‘Customers’), understanding their needs and requirements, working to exceed those wherever possible, along with providing solid and consistent support to the Sales team.

**RESPONSIBILITIES**
- Create customer finance documents. Ensuring that all relevant internal & security checks are completed accurately and in line with company procedure.
- 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.
- 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.
- Process deposits and initial payments on ALFA system Monitoring of in-life airworthiness and key registration dates.
- 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.

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

- You have proven experience of working proactively and initiatively.
- You can demonstrate strong interpersonal skills and the ability to quickly develop and maintain relationships both internally and externally.
- You're passionate about a career within the Finance/ Banking industry and can commit yourself to a position and a team for the medium-long term.

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

- Have previous knowledge of the Financial Services Industry and have worked in a similar customer facing role.
- Can demonstrate knowledge or working with various MS Office products.

**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


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