Financial Services Support Specialist

4 weeks ago


Manchester, United Kingdom Close Brothers Group Full time
Financial Services Support

We are seeking an experienced individual to join our team as a Financial Services Support Specialist. In this role, you will provide critical support to our Client Managers in delivering innovative funding solutions and exceptional customer service to our clients.

Responsibilities:

  • Provide on-hand support for client managers with effective handling of client queries, requests, internal administrative tasks and reporting requirements
  • Ensure an excellent standard of service is provided at all times
  • Process client payment requests on the day of receipt and ensure that any overpayments are in accordance with an approved authority
  • Process changes to clients' terms and conditions and ensure they are accurately documented on the client file
  • Process relevant fees, reports and documentation in relation to client terminations
  • Review IDeal dashboard and liaise with clients on any reconciliation variances
  • Assist with the new business/onboarding process, especially with system set up and client training

Requirements:

  • Relevant experience in a client-facing role, ideally within the Invoice Finance industry
  • Excellent communication skills both verbally and written
  • Ability to build effective working relationships with both colleagues and clients
  • Highly organised and detail-oriented
  • Ability to work in a team environment

About Us:

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. Our purpose is to help the people and businesses of Britain thrive over the long term.



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