Customer Relationship Specialist

1 week ago

Sidcup, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

Join the Close Brothers Asset Finance & Leasing (CBAFL) 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, along with providing solid and consistent support to the Sales team.

**RESPONSIBILITIES**
- 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.
- Load all types of finance agreements to ALFA system, with a full understanding of how each agreement and product works.
- Assist with Customer calls, which may include a phone divert when Sales are unavailable or on annual leave.
- Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s.
- Address Customer complaints in accordance with policy.
- ?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're an open and effective communicator, able to build strong working relationships with peers and customers.
- You're able to work independently as well as part of a team.
- You'll have a proactive mindset and strong initiative.
- You are highly numerate with analytical ability.

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

- Are good with Microsoft Products.
- Have previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles.
- Have previous experience in an administrative role.

**ABOUT US**

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-JN1 #LI-CBAFL #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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