Customer Operations Executive (6 Months FTC)

Close Brothers; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Join Close Brothers as a Customer Operations Executive where you will manage the onboarding of Retail and Corporate customers, ensuring compliance with departmental procedures. In this 6-month FTC role, you will maintain customer records, process account requests, and provide exceptional service in a regulated environment.

Qualifications

• Proven experience in a regulated services environment.
• Ability to adapt and prioritise a varied workload.
• Intermediate skills in Microsoft Excel and Word.

Responsibilities

• Create and maintain customer records in Temenos (T24) system.
• Process ongoing account requests efficiently.
• Champion the customer and provide excellent service.

Skills

Organisation

Time Management

Attention to Detail

Proactive Attitude

Customer Service

Tools

Microsoft Excel

Microsoft Word

Job description

Customer Operations Executive (6 Months FTC)

Division Close Brothers Savings

Location London, United Kingdom

Salary Competitive Base + Benefits

The Vacancy

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 willensure 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 [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.

At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.