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 Braemar Finance Team as a Customer Relationship Specialist where you will provide 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 be able to display 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.

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 Load all types of finance agreements to ALFA system, with a full understanding of how each agreement and product works Responsible for issuing Welcome Pack to all customers within agreed timescales and including all relevant documentation Process deposits and initial payments on ALFA system Support Sales Team by speaking to Customers, and internal stakeholders to progress with new business transactions Assist with Customer calls, which may include a phone divert when Sales are unavailable or on annual leave.

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

An ability to work independently as well as part of a team. Proven experience of working proactively and taking initiative Numerate with analytical ability 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 POSSESS:

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 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-HYBRID #LI-TM1


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.