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Customer Relationship Specialist

2 months ago

Sidcup, Greater London, United Kingdom Close Brothers Group Full time
{"title": "Customer Relationship Specialist", "content": "About the Role

We are seeking a skilled 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.

Key Responsibilities:

  • Work closely with sales teams to ensure seamless onboarding and agreement set-up processes.
  • Provide support with processing new proposals, including checks on anti-money laundering and credit searching.
  • Collate and verify documentation to ensure compliance with current legislation and credit approvals.
  • Load finance agreements to our ALFA system and ensure accurate data entry.
  • Assist with customer calls and respond to enquiries in a timely and effective manner.
  • Ensure all requests are processed in compliance with relevant policies and procedures.

Requirements:

  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proactive mindset and strong initiative.
  • High numeracy and analytical skills.

What We Offer:

  • A dynamic and inclusive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

About Us:

Close Brothers Group is a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. We are committed to helping our clients achieve their financial goals and thrive over the long term.

", "lang_code": "en-US"}