What are the responsibilities and job description for the Customer Relationship Specialist position at Close Brothers Asset Finance?
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 Industrial Equipment Division (IED) where you will provide an efficient and effective service to our customers and sales teams, understanding their needs and working to exceed those wherever possible.
The day to day includes supporting the businesses within IED (Construction & Recycling, Manufacturing, Agriculture & Finance for Industry) with processing documentation for financial agreements, facilitating pay-outs and managing the 'in-life' journey of our customers.
Responsibilities
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. this role is a hybrid role, working out of Chester Gates
Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
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
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 Industrial Equipment Division (IED) where you will provide an efficient and effective service to our customers and sales teams, understanding their needs and working to exceed those wherever possible.
The day to day includes supporting the businesses within IED (Construction & Recycling, Manufacturing, Agriculture & Finance for Industry) with processing documentation for financial agreements, facilitating pay-outs and managing the 'in-life' journey of our customers.
Responsibilities
- Work closely with Sales and our customers to ensure a smooth the onboarding and agreement set up processes while focussing on getting things done right first time.
- Process new proposals, including checks on anti-money laundering, credit searching, linking exposures and loading and checking assets
- Check and collate documentation and associated paperwork in a timely manner ensuring that we are in full compliance with current legislation and credit approvals.
- Preparing accurate payments to suppliers, brokers and customers
- Accurately upload all financial agreements to the platforms (using Salesforce & Alfa) with a full understanding of how each agreement and product works
- Issue welcome packs to all new customers within agreed timescales and include all relevant documentation
- Process all deposits and initial payments on ALFA system
- Support the Sales team by speaking to Customers and internal stakeholders to progress with new business transaction
- Receive and respond to enquiries by email or telephone, addressing these effectively and in a timely manner
- Address customer complaints in accordance to policy
- The 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 strong relationship both internally and externally
- Experience of providing excellent Customer support
- Previous knowledge and experience of the Asset Finance industry
- Confident using Microsoft Products
- Knowledgeable or have experience of the Financial Services Industry and in similar operational or customer facing roles
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. this role is a hybrid role, working out of Chester Gates
Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
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