Customer Operations Executive (6 Months FTC)

Close Brothers; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Join a leading merchant banking group as a Customer Operations Executive on a 6-month FTC. The role involves onboarding retail and corporate customers, managing account requests, and ensuring compliance with regulatory standards. Ideal for candidates with organizational skills and experience in a regulated environment.

Qualifications

• Proven experience in a regulated services environment.
• Able to adapt and prioritize a varied workload in a busy environment.

Responsibilities

• Create and maintain customer records in Temenos system.
• Complete due diligence on new and existing customers.
• Process account requests ensuring customer instructions are acted upon efficiently.

Skills

Organization

Time Management

Attention to Detail

Proactive Attitude

Microsoft Excel

Microsoft Word

Job description

Customer Operations Executive (6 Months FTC)

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Customer Operations Executive (6 Months FTC)

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Overall Summary

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

Overall Summary

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

Join Close Brothers Savings Customer Operations Team where you will ensure that the on boarding of Retail and Corporate customers is in accordance with departmental procedures and within agreed SLAs. The post holder will be responsible for managing and processing incoming account requests and Static Data Changes.

Responsibilities

Processes:

• Create and maintain customer records in 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 agreed standards
• Represent the department when required in user testing changes to applications and systems, communicating results accordingly
  
  
  
  

Customer:

• Maintain a customer-focused mindset ensuring that any correspondence is clear and accurate, and instructions are responded to within agreed 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 the Regulatory Bodies are carried out to the standards required
• Escalate issues and process gaps where identified to the line manager, while developing a 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:

Proven experience in a regulated services environment

• Good organisation, time management and attention to detail
• Able to adapt and prioritise a varied workload in a busy environment
• A proactive attitude with experience of identifying areas for process improvement
• Intermediate Microsoft Excel and Word skills
  
  
  
  

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

• Previous experience in a customer operations role in a highly regulated environment
• Good understanding of FCA regulation regarding customer services
  
  
  
  

We are an inclusive organisation 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 at [e-mail] 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.

To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:

https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:

https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:

Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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