Customer Relationship Specialist

Close Brothers Group; Manchester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Close Brothers Group is seeking a Customer Relationship Specialist to provide exceptional service to hirers, suppliers, and brokers. This position involves processing proposals, ensuring compliance, and supporting sales teams. The ideal candidate will be proactive, have strong interpersonal skills, and experience in financial services, working in a supportive and inclusive environment.

Qualifications

• Experience in a similar Financial Services role.
• Ability to communicate effectively with customers and colleagues.

Responsibilities

• Provide support to Sales and Customers during onboarding and agreement setup.
• Ensure compliance with legislation and customer requirements.

Skills

Interpersonal skills

Analytical ability

Communication skills

Proactivity

Customer support

Tools

Microsoft Products

Salesforce

Alfa

Job description

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Customer Relationship Specialist, Manchester

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Client:

Close Brothers Group

Location:

Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

29651e77f199

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

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 Specialist Asset Finance Team where as a Customer Relationship Specialist you will provide an efficient and effective service to Hirers, Suppliers and Brokers (‘Customers’), understanding their needs and requirements, working to exceed those wherever possible, along with providing solid and consistent support to the Sales team.

Our ideal team member will have previous experience in a similar Financial Services role. You must possess strong interpersonal skills, quick to develop and maintain relationships both internally and externally.

RESPONSIBILITIES

• Work closely with Sales/Customers to smooth the 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
• Receive enquiries by email or telephone, addressing these effectively and in a timely manner
• 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.
• 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 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.