Customer Relationship Specialist (12 Month Ftc)

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

Join Close Brothers Asset Finance Team, based in our Hessle branch, where you will support the Sales team by providing an efficient and effective service to our Customers. You will be responsible for processing and managing finance applications and agreements, ensuring we deliver an efficient and effective service to internal and external customers.

RESPONSIBILITIES

Proposal and Pay out processing

• Work closely with Sales/Customers to smooth the onboarding and agreement set-up processes and provide 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

Delivering customer service in line with best practice

• Receive enquiries by email or telephone, addressing these effectively and in a timely manner
• Process all requests for in-life tasks, including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information
• Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s

Risk & 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

WE WOULD LOVE TO HEAR FROM YOU IF YOU:

• Can work independently as well as part of a team
• Have proven experience of working proactively and taking initiative
• Have excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority.
• Have strong interpersonal skills, quick to develop and maintain relationship both internally and externally
• Have GCSE Level Mathematics and English or equivalent

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

• Have good knowledge of Microsoft Products
• Have previous knowledge and experience of the Financial Services Industry and in similar operational or customer-facing roles
• Have experience in the Asset Finance industry

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 recruit.ssc@closebrothers.com or request a call back.