Customer Operations Executive

TN United Kingdom; London; Hybrid; GBP 30,000 - 55,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to join their Savings Team. In this role, you will ensure the seamless onboarding of Retail and Corporate customers while adhering to strict departmental procedures. Your expertise in a regulated services environment will be crucial as you manage customer records and support ongoing projects. This innovative firm promotes inclusivity and offers hybrid working options, making it an exciting opportunity for those looking to balance their professional and personal lives. If you thrive in a dynamic environment and are passionate about customer service, this role is perfect for you.

Qualifications

• Proven experience in a regulated services environment.
• Excellent attention to detail and organizational skills.

Responsibilities

• Create and maintain customer records in the Temenos (T24) system.
• Ensure compliance with Governance and Regulatory Bodies.

Skills

Attention to Detail

Organizational Skills

Time Management

Process Improvement

Customer Service

Tools

Microsoft Excel

Microsoft Word

Temenos (T24)

Job description

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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

Processes

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

Customer

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

Conduct, Risk, and Compliance

• Ensure that all Governance and Compliance requirements are adhered to, and all reporting and reviewing activities required by Regulatory Bodies are carried out to the standards required.
• Escalate issues and process gaps where identified to the line manager, while developing knowledge of the risks posed by both the operational environment and the conduct of the bank.

We would love to hear from you if you have/are:

• 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 of identifying areas for process improvement.
• Intermediate Microsoft Excel and Word skills.

We are an inclusive organization and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us or request a call back.

About Us

For roles offering hybrid working: 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.