Customer Relationship Specialist

7 months ago


BurtonOnTrent, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

Join the Close Brothers Customer Relationship Team where you will provide an efficient and effective service to Hirers, Suppliers and Brokers (‘Customers’), understanding their needs and requirements, working to exceed those wherever possible, and provide consistent support to the Sales team.

**RESPONSIBILITIES**

**_ Proposal and Pay out processing_**
- Work closely with Sales/Customers to smooth the onboarding and agreement set-up processes with a focus on getting things right first time and providing an efficient, effective service to our customers, providing real-time updates to customers and other interested parties when required
- 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

**_ Delivering customer service in line with best practice_**
- Process all requests, where required, for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested.
- Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s
- Address Customer complaints in accordance with policy

**_ Risk & Compliance_**
- 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**:

- Can work independently as well as part of a team
- Are proactive and take initiative
- Have good analytical ability
- Have excellent communication skills both written and verbal, ability to communicate with both internal and external stakeholders.
- Can develop and maintain relationships through strong interpersonal skills.
- Have experience of providing excellent Customer support
- Obtain GCSE Level Mathematics and English or equivalent

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

- Have knowledge of Microsoft Products
- Previously have knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles
- Have knowledge and experience of the Asset Finance industry.

**ABOUT US**
- For roles offering hybrid working:_ 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

**#LI-TW1 #LI-ONSITE**

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.



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