Customer Onboarding Associate

Consortium; Sale; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Discretionary bonus

Job summary

Close Brothers Asset Finance is recruiting for a role focused on customer onboarding and compliance, based in Sale with hybrid working options. The role involves managing inbound requests, due diligence, and preparing finance documentation while maintaining high accuracy in a busy financial services environment.

Ideal candidates will have a proactive mindset, strong numeracy and stakeholder management skills, and the ability to work independently within a team.

Qualifications

• Able to demonstrate accuracy and a strong attention to detail.
• Numerate with analytical ability.
• Able to engage with customers and colleagues at all levels of seniority.
• Strong stakeholder management skills, able to develop and maintain relationships both internally and externally.
• Proactive and able to work independently as well as part of a team.

Responsibilities

• Manage inbound requests from internal teams, ensuring compliance with policies and SLAs.
• Conduct customer due diligence, including risk assessment and verification of documents.
• Prepare and issue finance and security documentation in line with approvals and regulations.
• Perform pre-payout checks and ensure asset details are captured correctly in the lending system.
• Maintain accurate system updates and communicate application status to stakeholders.
• Provide prompt assistance to customers, brokers and suppliers via phone and email.

Skills

Attention to detail

Numeracy

Stakeholder management

Proactive

Team player

Customer engagement

Tools

Microsoft Office

Job description

Pay: Competitive Basic Salary + Benefits + Discretionary Bonus

Highlighted points for this job

Role in Close Brothers Asset Finance Team

Based in Sale, Manchester

Focus on customer onboarding and compliance

Responsibilities include managing inbound requests and conducting customer due diligence

Hybrid working options 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 (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#LI-JN1 #LI-hybrid #LI-CBAFL

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