Asset Finance Account Manager - Hybrid & Customer-Focused

Close Brothers Group; Sidcup; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Close Brothers Group plc is seeking an organised Account Management professional to support the Asset Finance team in progressing opportunities from first contact through to approved deals. You will liaise with Sales, customers, brokers and suppliers, ensuring accurate documentation and timely submissions while maintaining compliance and brand standards.

In this hybrid role, you will build strong relationships, manage multiple priorities and use your numeracy and communication skills to deliver

Qualifications

• Proven experience in customer service or related role.
• Strong communication with customers and colleagues at all levels.
• Numerate and analytical ability.
• Attention to detail and accuracy.
• Familiarity with CRM software and Microsoft Office.

Responsibilities

• Liaise with Credit and Operations functions, customers, brokers and suppliers to resolve proposal or deal documentation accuracy issues.
• Act as a brand ambassador, promoting Close Brothers values and maintaining a positive brand image.
• 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 inquiries 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 occasional face-to-face meetings
• Understand and comply with standard operating procedures to meet Conduct Risk policies and regulator expectations

Skills

Customer service

Relationship management

Attention to detail

Numeracy

Communication

Tools

CRM software

Microsoft Office

Job description

Close Brothers Group plc is seeking an organised Account Management professional to support the Asset Finance team in progressing opportunities from first contact through to approved deals. You will liaise with Sales, customers, brokers and suppliers, ensuring accurate documentation and timely submissions while maintaining compliance and brand standards.

In this hybrid role, you will build strong relationships, manage multiple priorities and use your numeracy and communication skills to deliver