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Customer Relationship Specialist

eFinancialCareers
Job LocationSidcup
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The VacancyOVERALL SUMMARYAt Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your workand home life. Join the Close Brothers Asset Finance & Leasing (CBAFL) Team where you will provide an efficient and effective service to Hirers, Suppliers and Brokers (Customers), understanding their needs and requirements, working to exceed those wherever possible, alongwith providing solid and consistent support to the Sales team. The role includes all activities involved in the processing and management of finance applications and agreements throughout the full lifecycle, ensuring we deliver an efficient and effective service to internal and external customers. 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 otherinterested 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.
  • Accurate loading all types of finance agreements to platforms used by Asset including Salesforce and Alfa, with a full understanding of how each agreement and product works.
  • Process all requests, where required, for in-life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested.
  • 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 have the ability to work independently as well as part of a team.
  • You have proven experience of working proactively and taking initiative.
  • You are numerate with an analytical mindset.
  • You have excellent communication skills both written and verbal, ability to communicate with both departments.
  • You have experience of providing excellent Customer support.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
  • Have good knowledge of Microsoft Products.
  • Have 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 formin an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT USClose 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 purposeis 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://careers To find out more about life at Close Brothers:https://life-close-brothers#374017299-899295541 To find out more about our benefits:https://employee-benefits To find out more about our commitment to creating an inclusive environment:https://inclusion

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