Account Manager

Consortium; Burton upon Trent; Hybrid; GBP 22,000 - 34,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Close Brothers Asset Finance is seeking a proactive Customer Service/Accounts support professional to progress finance applications, coordinate submissions, and liaise with Sales, Credit and Operations teams from Burton. The role emphasises accuracy, compliance, and timely customer outcomes.

You will support regional Sales teams, manage inquiries, and build strong relationships with customers and internal stakeholders, contributing to smooth deal progression in a hybrid working environment.

Qualifications

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

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

Skills

Customer service

Relationship management

Attention to detail

Communication

Tools

CRM software

Microsoft Office

Job description

Job Type: Permanent

Pay: Competitive Basic Salary + Benefits + Discretionary Bonus

Highlighted points for this job

Role in Asset Finance team

Location: Burton

Responsibilities include finance application progression and coordination

Essential to communicate with customers and internal departments

Expected to have strong attention to detail

Hybrid working available

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

If this job opportunity is not suitable, then check out the other LGBT friendly jobs across UK!