Customer Relationship Specialist

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 the Close Brothers Asset Finance & Leasing (CBAFL) team, where you will provide efficient and effective service to Hirers, Suppliers, and Brokers (‘Customers’), understanding their needs and requirements and working to exceed those wherever possible. You will also provide solid and consistent support to the Sales team.

The role includes all activities involved in the processing and management of finance applications and agreements, ensuring we deliver an efficient and effective service to internal and external customers.

RESPONSIBILITIES

• Work closely with Sales and Customers to smooth the onboarding and agreement set-up processes, focusing on getting things right the first time and providing efficient, effective service to our customers. 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.
• Load all types of finance agreements to the ALFA system with a full understanding of how each agreement and product works.
• Assist with Customer calls, which may include a phone divert when Sales are unavailable or on annual leave.
• Receive enquiries by email or telephone, addressing these effectively and in a timely manner.
• Ensure all requests are processed in compliance with relevant policies, procedures, and SLAs.
• Address Customer complaints in accordance with policy.
• ​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're an open and effective communicator, able to build strong working relationships with peers and customers.
• You're able to work independently as well as part of a team.
• You'll have a proactive mindset and strong initiative.
• You are highly numerate with analytical ability.

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

• Are good with Microsoft Products.
• Have previous knowledge and experience in the Financial Services Industry and in similar operational or customer-facing roles.
• Have previous experience in an administrative role.

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.