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 where you will play a key role in ensuring the smooth and efficient onboarding experience of new clients. Working closely with our field-based sales team, you will be our in-office support, managing post-sale activities and various administrative tasks essential to client onboarding.


To be successful in the role, you'll have experience with customer/client onboarding, ideally within the financial services. You'll need to be highly organised with a pro-active approach. You'll be a strong communicator with excellent attention to detail.

RESPONSIBILITIES

Providing support to the GB Commercial Sales Team in a variety of new business administrative tasks to include but not limited to the following. Updating Salesforce with new business leads generated by the RSD's and assisting with continued updates in Salesforce throughout the prospect journey. Completion of debtor assessment packs (BDP Packs) Document packs - liaise with the securities team regarding dispatch and prospects regarding completion and return. Ownership of the Approved Pipeline Spreadsheet to enhance the on-boarding process Assist with obtaining all pre-conditions including deed of priorities/waivers, 3rd party legal advice, re-survey's and any further prospect information. Ensure debtor verification is ongoing and speak with the DV team to progress matters Assist with the on-boarding process including ensuring 'installs' are booked, ledgers obtained and inter-factor requirements are met. Client Services - update the wider Client Services teams (Underwriters, Client Managers, BDP Team, Securities) of the progress of on-boarding New Prospects - Introduce yourself and liaise regularly with New Prospects to ensure they have provided the Documents and any additional information required for onboarding, and keep them updated throughout Completion of costings and drafting indicative offers when RSD's are unable. Comply with money laundering regulations relating to the acquisition of New Business. Provide support at events. There may be a requirement to attend these events from time to time throughout the year. In conjunction with RSD's develop ongoing professional relationships with third party introducers. Attend new business and introducer meetings from time to time. Assist with process improvements

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

Previous experience of customer/client onboarding Experience of working in a highly targeted environment alongside salespeople Excellent communication skills, both verbal and written. Able to demonstrate the ability to effectively communicate with stakeholders and clients at all levels Highly organised, able to balance multiple tasks and prioritise own time Strong initiative with good problem-solving skills Attention to detail

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to 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-Hybrid #LI-CBIF


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.