Account Manager

Close Brothers Asset Finance; Burton upon Trent; Hybrid; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Close Brothers Asset Finance in Burton is seeking a proactive, customer-focused professional to join the centralised Account Management team. You will support regional Sales, help move deals through the approval process, and maintain momentum on new business opportunities while upholding accuracy.

You will liaise with Credit and Operations, manage relationships with customers, brokers and suppliers, and ensure compliance with conduct risk and internal procedures.

Qualifications

• Proven experience in customer service, relationship management or a related role.
• Proficiency in handling customer enquiries with a customer-centric approach.
• Strong attention to detail and numerical/analytical ability.

Responsibilities

• Liaise with Credit and Operations, customers, brokers and suppliers to resolve proposal accuracy issues to enable timely outcomes.
• Act as a brand ambassador, promoting our values and maintaining a positive brand image.
• Create or support inbound proposals and perform initial due diligence activities.
• Engage with customers, brokers and suppliers by phone and email to address enquiries and resolve issues.
• Understand the team strategy and your personal contribution to it.
• Develop and maintain relationships with existing customers via phone, email and occasional face-to-face meetings.
• Understand and comply with procedures to meet Conduct Risk policies and regulator expectations.

Skills

Customer service

Relationship management

Communication skills

Attention to detail

Numeracy

Analytical ability

Tools

CRM software

Microsoft Office

Job description

Overall Summary

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Overall Summary

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Asset Finance team and help convert opportunities into successful lending outcomes. Supporting regional Sales teams, you will play a key role in progressing finance applications, coordinating credit submissions, undertaking initial due diligence checks, and working with colleagues across the business to move deals efficiently through the approval process.

Working as part of our centralised Account Management team in Burton, you will build strong relationships with Sales colleagues and customers, helping to maintain momentum on new business opportunities while ensuring a high standard of accuracy and compliance. We're looking for someone who is organised, detail-oriented, and confident managing competing priorities. Previous experience in Asset Finance would be beneficial but is not essential.

Responsibilities

• Liaise with Credit and Operations functions plus customers, brokers and suppliers to solve proposal or deal documentation accuracy issues to enable timely customer outcomes
• Act as a brand ambassador, promoting our company's values and maintaining a positive brand image at all times.
• Create or support the construction of inbound proposals and perform any initial due diligence activities required
• Engage with Customers, Brokers and Suppliers via telephone and email, providing outstanding support to address proposal related enquiries and to resolve issues
• Understand the team business strategy, vision/mission and personal contribution to it.
• Develop and maintain relationships with existing customers via telephone, emails, and on occasion face to face meetings.
• Understand and comply with standard operating procedures to meet the Group's Conduct Risk policies and the expectations of our regulators

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

• The ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
• Proven experience in customer service, relationship management or a related role.
• Proficiency in handling customer enquiries and resolving issues with a customer-centric approach.
• A strong attention to detail.
• Numerate and analytical ability.

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

• Familiarity with CRM software and other customer support tools
• Good knowledge of Microsoft products
• Previous knowledge of the Financial Services industry and in a similar customer facing role.

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at [e-mail] or request a call back.

About Us

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 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 Close Brothers, please visit our careers page:

https://www.closebrothers.com/careers

To find out more about life at Close Brothers:

https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:

https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion - Close Brothers Group