Customer Relationship Specialist

3 days ago

Manchester, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

Join Close Brothers Asset Finance Team where you will be supporting the Pay Out team with preparing accurate payments to our suppliers, brokers and customers, as well as maintaining day to day administration. Our ideal team member will have previous experience with managing payments and working in an analytical capacity.

**RESPONSIBILITIES**
- Preparing accurate payments to suppliers, brokers and customers.
- Process deposits and initial payments on ALFA system.
- Accurate loading all types of finance agreements to platforms used by Asset including Salesforce and Alfa, with a full understanding of how each agreement and product works.
- Process all associated documentation for new business transactions on the ALFA lease management system.
- To check all finance documentation for new transactions are correct and adherence to credit sanction has been met, to ensure full compliance with current legislation and credit policies.
- To help support the team with additional tasks as required to maintain the smooth running of the office.

**WE WOULD LOVE TO HEAR FROM YOU IF**:

- You possess previous experience managing payments and collating relevant documentation.
- You have strong understanding of Excel and simple / intermediate calculations.
- You have excellent verbal, written and interpersonal skills.
- You have experience and a willingness to work to KPIs and SLAs agreed within the team.

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

- Previous knowledge and experience of the Financial Services industry or a busy professional office working to deadlines in a high performance team.

**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-CBAFL #LI-Hybrid #LI-TW1

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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