Customer Operations Executive

Close Brothers; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a leading UK merchant banking group where you can make a significant impact in the Savings Team. In this role, you will ensure the onboarding of Retail and Corporate customers aligns with departmental procedures and agreed SLAs. Your attention to detail and customer-focused mindset will be essential as you maintain customer records and support ongoing projects. This innovative firm values diversity and inclusivity, offering a collaborative environment where you can thrive and contribute to process improvements. If you're ready to take on a dynamic role in a busy environment, this opportunity is perfect for you.

Qualifications

• Proven experience in a regulated services environment.
• Good organization and attention to detail.

Responsibilities

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

Skills

Attention to Detail

Time Management

Process Improvement

Customer Service

Microsoft Excel

Microsoft Word

Tools

Temenos (T24)

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 is in accordance 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 Temenos (T24) system.
2. Complete due diligence on new and existing customers in accordance with the department’s onboarding procedure.
3. Process ongoing account requests, ensuring customer instructions are acted upon efficiently and work is completed to Savings Operations standards.
4. Represent the department in user testing changes to applications and systems, communicating results accordingly.
5. Develop an understanding of how Front Office, Back Office, and Customer Operations interact, building cross-departmental relationships.
6. Support ongoing projects, completing retrospective reviews to ensure data accuracy of records held.
7. Provide telephony support to Customer Services during peak periods.

Customer

• Maintain a customer-focused mindset, ensuring that correspondence is clear and accurate, and instructions are responded to within SLAs.
• Champion the customer and provide excellent service.

Conduct, Risk, and Compliance

• Ensure all Governance and Compliance requirements are adhered to, and all reporting activities required by Regulatory Bodies are completed to standard.
• Escalate issues and process gaps to the line manager, developing knowledge of operational and conduct risks.

Ideal Candidate

• Proven experience in a regulated services environment.
• Good organization, time management, and attention to detail.
• Able to adapt and prioritize a varied workload in a busy environment.
• Proactive attitude with experience in process improvement.
• Intermediate Microsoft Excel and Word skills.

We are committed to inclusivity and making our recruitment process accessible. Adjustments can be made for individuals with disabilities or long-term conditions. Please contact us at [e-mail] for alternative formats or to discuss your needs.

About Us

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, and securities trading, employing approximately 3,000 people 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 ahead, financial literacy, and wise investing, serving a diverse client base including professionals, business owners, and charities.

With around 900 employees across 15 UK offices, we combine local presence with face-to-face service to build long-term relationships. Sustainability and social responsibility are core to our purpose, and we are dedicated to fostering a diverse and inclusive workforce from the top down.