Customer Onboarding Associate

Close Brothers Asset Finance; Sale; Hybrid; GBP 23,000 - 29,000; Full time

Job summary

Close Brothers Asset Finance (CBAF) in Sale, near Manchester, is seeking a customer onboarding/support professional. You will manage internal requests, perform due diligence and pre-payout checks, and ensure accurate system records while delivering high standards of customer experience.

The role emphasizes accuracy, initiative, and teamwork, with hybrid working arrangements. Prior experience in financial services or asset finance is beneficial, and a collaborative, customer-focused approach is

Qualifications

• Demonstrated accuracy and strong attention to detail.
• Proactive and able to take initiative.
• Able to work independently and as part of a team.
• Numerate with analytical capability.
• Ability to engage with customers and colleagues at all levels.

Responsibilities

• Handle inbound requests from internal teams (Sales, Account Managers, Broker Support) in line with policies and SLAs.
• Conduct customer due diligence including risk assessment and verification of identity/address documents.
• Prepare and issue finance and security documentation per approvals and regulatory requirements.
• Perform pre-payout checks and ensure lending system records are accurate before funds release.
• Maintain accurate system updates and communicate application status as needed.
• Provide clear and prompt assistance to internal teams, customers, brokers and suppliers via phone and email; escalate complex issues as required.
• Collaborate with other departments to ensure smooth communication and problem-solving for brokers and customers.
• Process payments to suppliers and intermediaries in a timely and compliant manner.
• Manage post-execution tasks: portal updates, security registration, welcome documentation, deposits or initial payments allocation.
• Keep detailed records of customer interactions and transactions in the internal system.
• Provide overflow support to the Customer Services team when needed.

Skills

Attention to detail

Proactive

Team player

Numerate

Stakeholder management

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 (CBAF) Team where you will develop strong knowledge of CBAF products, processes and systems to enable an efficient and accurate customer onboarding process, ensuring you deliver a consistently high standard of customer experience.

Based in our office in Sale, Manchester, our ideal team member will be able to demonstrate a high level of accuracy and attention to detail, they will be proactive and demonstrate the ability to engage effectively with customers and internal stakeholders.

Previous experience in Sales Support / Customer onboarding, ideally in the financial services sector is beneficial, but not essential. Much more important is the right attitude, the desire and willingness to learn and being a good team member.

Responsibilities

• Manage inbound requests from internal teams such as Sales, Account Managers, and Broker Support, ensuring compliance with relevant policies and service level agreement (SLAs)
• Conduct customer due diligence, including risk assessment, verification of beneficial ownership, and validation of identity and address documents
• Prepare and issue finance and security documentation in line with credit approvals, regulatory requirements, and internal policies
• Complete pre-payout checks, ensuring agreement and asset details are accurately captured in the lending system before funds release
• Maintain accurate system updates and communicate application status as needed
• Provide clear, prompt assistance to internal teams, customers, brokers, and suppliers via phone and email, escalating complex issues where required
• Work effectively with other departments to ensure seamless communication and problem-solving for brokers and customers
• Process payments to suppliers and intermediaries in a timely and compliant manner
• Manage post-execution tasks, including portal updates, security registration, welcome documentation, and allocation of deposits or initial payments
• Keep accurate records of customer interactions and transactions using our internal system
• Provide overflow and contingency cover to the Customer Services team

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

• Able to demonstrate accuracy and a strong attention to detail
• Proven experience of working proactively and taking initiative
• An ability to work independently as well as part of a team
• Numerate with analytical ability
• Able to engage with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments
• Strong stakeholder management skills, able to develop and maintain relationships both internally and externally

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

• Worked with customers, demonstrating high standards of service and providing excellent customer outcomes
• Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing role
• Previous knowledge and experience of the Asset Finance industry.
• Good knowledge of Microsoft Products

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/s/careers

To find out more about life at Close Brothers: https://www.closebrothers.com/s/careers/life-at-close-brothers#374017299-899295541

To find out more about our benefits: https://www.closebrothers.com/s/careers/life-at-close-brothers/benefits

To find out more about our commitment to creating an inclusive environment: https://www.closebrothers.com/s/careers/diversity-and-inclusion