Customer Onboarding & Compliance Specialist - Hybrid

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

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.