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 Commercial Team where you will support the direct sales teams local to your regional sales hub throughout the customer onboarding journey, leading a team of Account Managers in liaising with new and existing customers to drive new business, manage or support the submission of proposals to underwriting, performing initial due diligence activities, requesting timely support from the operations function to support customer sign-up and facility activation.
Working as part of the Asset Finance team our ideal team member will have previous experience in customer service and relationship management with excellent communication skills.
RESPONSIBILITIES
-
Liaise with Credit and Operations functions plus customers, brokers and suppliers to solve proposal or deal documentation accuracy issues to enable timely customer outcomes
-
Support work allocation and monitor service levels
-
Empower and engage team members through effective coaching, mentoring, and development to enhance individual and team performance
-
Work with the HR Business Partner to implement a structured performance review process, including clear objectives, personal development plans, and defined performance standards
-
Work in tandem with the Direct Sales teams and their leadership to provide exceptional service to our Customers and Brokers
-
Act as a brand ambassador, promoting our company's values and maintaining a positive brand image at all times.
-
Understand the team business strategy, vision/mission and personal contribution to it.
-
Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators
-
Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where you are unable to comply and to meet all data requirements
Developing Our People: as a line manager, you will be responsible for inspiring and motivating your team, as well as developing performance through coaching. You will encourage your team to take responsibility for their own personal development and provide support through regular feedback.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
-
An ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
-
Proven experience in customer service, relationship management or a related role.
-
Proficiency in handling customer enquiries and resolving issues with a customer-centric approach.
-
A strong attention to detail.
-
A numerate and analytical ability.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
-
A familiarity with CRM software and other customer support tools
-
Good knowledge of Microsoft products
-
Previous knowledge of the Financial Services industry and in a similar customer facing role.
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 [email protected] 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
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.
