Customer Operations Executive

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

Job summary

An established industry player is seeking a detail-oriented individual to join their Savings Team. This role focuses on onboarding Retail and Corporate customers while ensuring compliance with departmental procedures. The ideal candidate will thrive in a regulated services environment, demonstrating excellent organizational skills and a proactive approach to process improvement. This opportunity offers a chance to work in a dynamic team, providing essential support to customer operations and contributing to a culture of excellence in service delivery. If you're looking for a role that values inclusivity and personal development, this could be the perfect fit for you.

Qualifications

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

Responsibilities

• Create and maintain customer records in the Temenos (T24) system.
• Ensure compliance with governance and regulatory reporting requirements.

Skills

Regulated services experience

Organizational skills

Time management

Attention to detail

Process improvement

Tools

Microsoft Excel

Microsoft Word

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 conducted 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. Processes

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

Customer

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

Conduct, Risk, and Compliance

• Ensure compliance with governance and regulatory reporting requirements.
• Escalate issues and process gaps to line managers, understanding operational and conduct risks.

Qualifications and Skills

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

We are committed to inclusivity and accessibility in our recruitment process. Adjustments can be made for those with disabilities or long-term conditions. For alternative formats or to discuss the process, please email us at [e-mail].

About Us

For roles offering hybrid working, we support employees in balancing work and personal priorities. 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 everyone should have a financial plan and invest wisely, serving professionals, business owners, individuals, charities, families, and employers with trusted advice and investment management.

With around 900 staff across 15 UK offices, we combine local presence with face-to-face services to foster strong, 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.