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 the Close Brothers Invoice Finance (CBIF) team as a Corporate Client Executive, where you will ensure delivery of excellent service to a portfolio of clients (funds in use of 3M+. Through your endeavours you will help to maximise client life & income and minimise risk of loss to the company through client bad debt.


Our ideal team member will have experience working with large corporate clients, in a customer facing role. Ideally you'll have experience within Invoice Finance/ABL industry with a solid foundation in the product offering and risk management practices. You'll excel at building and maintaining effective relationships with both clients and colleagues and will be highly organised and an excellent problem solver.

RESPONSIBILITIES

Act as the primary point of contact for client operational queries, ensuring a responsive and professional service. ??Work closely with Client Managers to deliver a seamless client experience, including attending meetings and calls as needed ??Support client onboarding by coordinating system training, documentation, and pre-take-on reviews. ??Complete initial security reviews and manage ongoing client conditions, logging and tracking updates in internal systems. ??Monitor and chase management information, including management and year-end accounts, ensuring timely submissions. ??Manage stock funding calculations, process payments and overpayments, and handle manual fund transfers as required. ??Coordinate operational tasks such as facility transfers, notices of failure, and disclosure instructions. ??Handle client banking instructions and currency exchange transactions in line with internal controls. ??Provide timely reports and data to Client Managers, auditors, and internal stakeholders to support client oversight. ??Identify and escalate risk issues promptly, ensuring risk-reducing actions are taken without delay.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

Commercial banking experience in a client/customer facing role Excellent interpersonal skills with the ability to communicate effectively with people both inside and outside the organisation Highly organised, with the ability to juggle a variety of tasks with varying degrees of urgency, ensuring all deadlines are met Able to work effectively on your own as well as of part of a team Strong attention to detail with a track record of meticulous record/data keeping Great experience using Microsoft Office applications such as excel and Word

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

Experience within Invoice Finance / ABL Client Administration / Account Management experience

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.

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


#LI-JN1 #LI-CBIF #LI-Hybrid


At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.


We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.


We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.


Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.


Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.


We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.