Customer Operations Executive

Close Brothers; Greater London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to join its Savings Team. This role involves ensuring compliance with onboarding procedures for Retail and Corporate customers while maintaining high standards of customer service. The ideal candidate will thrive in a regulated services environment, showcasing strong organizational skills and a proactive approach to process improvement. With a commitment to inclusivity and flexible work options, this opportunity offers a chance to contribute to a leading UK merchant banking group that values sustainability and social responsibility.

Qualifications

• Proven experience in a regulated services environment is essential.
• Strong organizational and time management skills are required.

Responsibilities

• Create and maintain customer records in the Temenos (T24) system.
• Complete due diligence on new and existing customers.

Skills

Attention to Detail

Organizational Skills

Time Management

Process Improvement

Customer Service

Tools

Temenos (T24)

Microsoft Excel

Microsoft Word

Job description

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 discussing flexible work options to help you balance your work and home life.

Join the Close Brothers Savings Team, where you will ensure that the onboarding of Retail and Corporate customers complies with departmental procedures and within agreed SLAs. Working as part of the Operations team, our ideal team member will have previous experience in a regulated services environment with excellent attention to detail.

Responsibilities

1. Create and maintain customer records in the Temenos (T24) system.
2. Complete due diligence on new and existing customers following the onboarding procedures.
3. Process ongoing account requests, ensuring customer instructions are acted upon efficiently and standards are met.
4. Represent the department in user testing of system changes, communicating results effectively.
5. Develop understanding of interactions between Front Office, Back Office, and Customer Operations, building cross-departmental relationships.
6. Support ongoing projects and conduct retrospective reviews to ensure data accuracy.
7. Provide telephony support to Customer Services during peak periods.

Customer Focus

• Maintain a customer-focused approach, ensuring clear and accurate correspondence and timely responses within SLAs.
• Champion excellent customer service at all times.

Conduct, Risk, and Compliance

• Adhere to Governance and Compliance requirements, including regulatory reporting and reviews.
• Escalate issues and process gaps to line management, understanding operational and conduct risks.

Ideal Candidate

• Proven experience in a regulated services environment.
• Strong organizational, time management, and attention to detail skills.
• Ability to adapt and prioritize in a busy environment.
• Proactive with experience in process improvement.
• Intermediate skills in Microsoft Excel and Word.

We are committed to accessibility and will make adjustments for individuals with disabilities or long-term conditions. For alternative formats or to discuss the recruitment process, please contact us at [e-mail].

About Us

For roles offering hybrid working: We support employees to balance work and life, offering a mix of remote and office working.

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, and securities trading. With about 3,000 employees mainly in the UK and Ireland, we are listed on the London Stock Exchange and part of the FTSE 250.

Our mission is to be the best place in the UK for wealth professionals and their clients. We believe in planning, wise investing, and long-term relationships with our clients.

With approximately 900 staff across 15 UK offices, we combine local service with face-to-face relationships. Sustainability and social responsibility are core to our purpose, and we strive to foster a diverse and inclusive workforce from the top down.