Customer Relationship Specialist

**OVERALL SUMMARY**

Join the Close Brothers Asset Finance team where you will provide an efficient and effective service to our customers and sales teams, understanding their needs and working to exceed those wherever possible.

The day to day includes processing documentation for financial agreements, facilitating pay-outs and managing the 'in-life' journey of our customers.

You will be an integral part of the Sales and Customer Relationship Team with in the Aviation and Marine business, providing essential support to the Sales Teams and Customers of the business.. The role will focus on creating and maintaining good sales, customer and supplier relationships to increase and enhance our levels of service.

**RESPONSIBILITIES**
- Work closely with Sales and our customers to ensure a smooth the onboarding and agreement set up processes while focussing on getting things done right first time.
- Check and collate documentation and associated paperwork in a timely manner ensuring that we are in full compliance with current legislation and credit approvals.
- Accurately upload all financial agreements to the platforms (using Salesforce & Alfa)
- Preparing accurate payments to suppliers, brokers and customers
- Issue welcome packs to all new customers within agreed timescales and include all relevant documentation
- Process all deposits and initial payments on ALFA system
- Support the Sales team by speaking to Customers and internal stakeholders to progress with new business transaction
- Address customer complaints in accordance to policy
- Registering security with Companies House and the relevant marine or aviation authority.
- Co-ordination with customers on annual insurance renewals on assets. Checking off aircraft reconciliation on a monthly basis. Monitoring of in-life airworthiness and key registration dates.

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

- The ability to work independently as well as part of a team
- Proven numerate skills and analytical ability
- Strong interpersonal skills, able to develop and maintain relationships both internally and externally
- Proven experience of working proactively and taking initiative
- Experience in providing excellent customer support

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

- Have good knowledge of Microsoft products
- Have previous knowledge and experience of financial services industries or in a similar operational customer facing 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

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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.