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Client Service Manager
2 months ago
We are seeking a highly skilled and experienced Customer Relationship Specialist to join our team at Close Brothers Group. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, ensuring that their needs are met and exceeded.
Key Responsibilities:
- Work closely with our sales team to onboard new clients and set up agreements, ensuring a smooth and efficient process.
- Process new proposals, including checks on anti-money laundering, credit searching, and loading and checking assets.
- Collate and verify documentation and associated paperwork to ensure compliance with current legislation and credit approvals.
- Load finance agreements to our ALFA system, with a thorough understanding of each agreement and product.
- Assist with customer calls, addressing their queries and concerns in a timely and effective manner.
- Receive and respond to customer enquiries, ensuring that all requests are processed in compliance with relevant policies and procedures.
- Address customer complaints in accordance with our policy.
- Ensure that all governance and compliance requirements are met, and all reporting and reviewing activities are carried out to the required standards.
Requirements:
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work independently and as part of a team, with a proactive mindset and strong initiative.
- Highly numerate with analytical ability, with a strong understanding of financial services and operations.
Desirable Skills:
- Proficiency in Microsoft products.
- Previous experience in the financial services industry, with knowledge of similar operational or customer-facing roles.
- Previous experience in an administrative role.
We are an inclusive organization and committed to ensuring our recruitment process is accessible to everyone. If you require any adjustments or would like to discuss the recruitment process, please contact us.
