Customer Relationship Specialist

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

Job summary

An established industry player is seeking a Customer Relationship Specialist to join their dynamic Asset & Leasing team. This role emphasizes providing exceptional service to customers while ensuring compliance with regulations. You will engage with customers and internal stakeholders, facilitating smooth onboarding and supporting the sales team. The company values diversity and inclusivity, offering flexible work options to help you balance your professional and personal life. If you are passionate about customer service and thrive in a collaborative environment, this opportunity is perfect for you.

Qualifications

• Ability to work independently and as part of a team.
• Experience in customer-facing roles within financial services.

Responsibilities

• Provide efficient onboarding and agreement setup for customers.
• Support sales team with processing proposals and documentation.

Skills

Excellent communication skills

Analytical ability

Interpersonal skills

Proactive and initiative

Customer support experience

Tools

Salesforce

ALFA

Job description

Join to apply for the Customer Relationship Specialist role at Close Brothers Asset Finance

Join to apply for the Customer Relationship Specialist role at Close Brothers Asset Finance

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 the Close Brothers Asset & Leasing team where you will provide an efficient and effective service to Hirers, Suppliers and Brokers (‘Customers’) within our Transport Division, understanding their needs and requirements, working to exceed those wherever possible, along with providing solid and consistent support to the Sales team

Responsibilities

• Work closely with Sales/Customers to ensure a smooth onboarding and agreement set-up processes with a focus on getting things right first time and providing an efficient, effective service to our customers, providing real-time updates to customers and other interested parties when required
• Provide support to the Sales/Customers with processing of new proposals, including checks on anti-money laundering, credit searching, linking exposures and loading and checking assets
• Responsible for checking and collating documentation and associated paperwork in a timely manner to ensure Customer needs are met and CBAFL are in full compliance with current legislation and credit approvals
• Preparing accurate payments to suppliers, brokers and customers
• Ensure all relevant internal checks and reviews are completed accurately and in line with company procedures
• Accurate loading all types of finance agreements to platforms used by Asset including Salesforce and Alfa, with a full understanding of how each agreement and product works
• Responsible for issuing Welcome Pack to all customers within agreed timescales and including all relevant documentation
• Process deposits and initial payments on ALFA system
• Support Sales Team by speaking to Customers, and internal stakeholders to progress with new business transactions.
• Assist with Customer calls, which may include a phone divert when Sales are unavailable or on annual leave.
• Process all requests, where required, for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested.
• Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s
• Ensure all company systems, including ALFA, Salesforce (including Middle Office) are kept updated with relevant Customer information and to agreed data quality standards
• Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where you are unable to comply and to meet all data requirements
• 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.
  
  
  
  

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• The ability to work independently as well as part of a team.
• Proven experience of working proactively and taking initiative
• Numerate with analytical ability
• Excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments
• Strong interpersonal skills, quick to develop and maintain relationship both internally and externally
• Experience of providing excellent Customer support
  
  
  
  

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

• Good knowledge of Microsoft Products
• Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles
  
  
  
  

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

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

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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