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Customer Relationship Specialist
2 weeks ago
**OVERALL SUMMARY**
Join Close Brothers Asset & Leasing Team where you will aim provide an efficient and effective service to our 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
- Preparing accurate payments to suppliers, brokers and customers
- Ensure all relevant internal checks and reviews are completed accurately and in line with company procedures
- 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
- Responsible for issuing Welcome Pack to all customers within agreed timescales and including all relevant documentation
- Process deposits and initial payments on ALFA system
- Process all requests, where required, for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested
- Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators
- Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where you are unable to comply and to meet all data requirements
- 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 HAVE**:
- The ability to work independently as well as part of a team.
- Proven experience of working proactively and taking initiative
- Numerate with analytical ability
- Excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments
- Strong interpersonal skills, quick to develop and maintain relationship both internally and externally
- Experience of providing excellent Customer support
**IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE**:
- Excellent knowledge of Microsoft Products
- Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles
**ABOUT US**
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
**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-TW1 #LI-CBAFL #LI-Onsite
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
