Partner Relationship Executive (14 month FTC)

Close Brothers; Doncaster; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Partner Relationship Executive to join their Retail Team. In this role, you will be responsible for building and maintaining relationships with broker accounts while ensuring adherence to company policies. The ideal candidate will thrive in a customer-focused environment, showcasing strong communication and negotiation skills. You will manage sales workflows, assist in onboarding processes, and coordinate with operations to ensure timely business payouts. This role offers an exciting opportunity to contribute to a dynamic team within a reputable UK merchant banking group.

Qualifications

• Strong communication and negotiation skills are essential.
• Experience in a customer-focused environment is crucial.

Responsibilities

• Manage sales and relationship administration tasks.
• Act as the primary contact for assigned relationships.

Skills

Communication Skills

Negotiation Skills

Customer Service Experience

Teamwork Skills

Proficiency in MS Word

Proficiency in MS Excel

Proficiency in MS Outlook

Tools

APEX Territory Portfolio System

Job description

Partner Relationship Executive (14 month FTC)

Join to apply for the Partner Relationship Executive (14 month FTC) role at Close Brothers.

Overview

At Close Brothers, we welcome applicants from diverse backgrounds and encourage you to apply even if you don’t meet every qualification. We value diversity, promote inclusivity, and are open to flexible working arrangements to support work-life balance.

As part of the Retail Team, you will be responsible for building and maintaining relationships with broker accounts. The ideal candidate will have experience in sales and sales support, ensuring that business activities adhere to set parameters while delivering excellent customer service.

Responsibilities

1. Perform duties in accordance with company policies and procedures.
2. Manage sales and relationship administration tasks.
3. Utilize the APEX Territory Portfolio system effectively.
4. Use all business systems to required standards.
5. Complete the broker onboarding process.
6. Assist the Broker Relationship Manager in onboarding and review underwriting challenges.
7. Coordinate with operations to ensure timely payout of new business.
8. Act as the primary contact for assigned relationships.
9. Support sales workflow management.
10. Handle dealer partnership information requests.

Candidate Profile

Required Skills and Experience:

• Strong communication, negotiation, and influencing skills.
• Experience in a customer-focused environment.
• Familiarity with structured processes.
• Proficiency in MS Word, Excel, and Outlook.
• Teamwork skills.

Desirable Skills:

• Proven ability in broker account business development.
• Experience in B2B sales environments.
• Knowledge of compliance, data protection, AML, and credit regulations.

Additional Information

We are committed to accessibility and inclusivity. Adjustments can be made for applicants with disabilities or long-term conditions. Please contact us at [e-mail] for alternative formats or to discuss accommodations.

About Us

Close Brothers is a UK merchant banking group offering lending, deposits, and securities trading. With approximately 3,000 employees mainly in the UK and Ireland, we are listed on the London Stock Exchange.

Learn more about us at: Careers, Life at Close Brothers, and Benefits.