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 Close Brothers Invoice Finance Team where you will provide excellent support to the Client Managers/Senior Management team in delivering innovative funding solutions and outstanding customer service to clients operating Invoice Discounting, IDeal, Factoring and ABL facilities Our ideal team member will have previous experience being the first port of call for telephone enquiries from clients, supported onboarding processes and ensuring the highest level of customer service. RESPONSIBILITIES To provide in house support for client managers handling client queries and requests on a day-to-day basis and to provide cover in their absence. Responsible for processing system updates in relation to clients and or debtors as required by the client managers, ensuring such updates have been appropriately authorised Handling client payment requests and processing within authority levels. Collating and processing all client payments. Client terminations –Issuing termination reports and statutory letters to clients and personal/corporate guarantors/warrantors. Co-ordinating outgoing Inter factor transfers. Obtaining additional income in accordance with CIF directives and maintaining monthly records of department totals thereto. Legal documentation – issuing side letters, personal/corporate guarantees, bank and signatory forms and any other as directed by Client Manager/Client Relations Manager. Responsible for maintaining hardcopy client files to ensure all material is filed correctly in a timely fashion and to ensure the MIS database is kept up to date. Preparation of internal reports as required/requested. To provide adequate / satisfactory support to the Client Managers in the day-to-day operation of their client portfolio. This includes the accurate processing of client payment request on day of receipt and ensuring that any overpayments are in accordance with an approved authority. In addition ensuring that where necessary appropriate fees are charged. To provide cover for client managers in their absence in handling client queries / requests and to ensure that an excellent standard of service is always provided. To ensure that any changes to the client’s terms and conditions are accurately documented on the client file. A letter must be sent to the client within 48 hours confirming such alterations. A signed acknowledgement must be received prior to the alterations being implemented on the I-factor system. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Fundamental industry knowledge Good numeric skills and have experience with using Microsoft office tools. Great interpersonal skills Experience working in a customer focused role A very good eye for fine detail Excellent planning and organisation skills 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 or request a call back. ABOUT US 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-brothers374017299-899295541 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-TW1 LI-CBIF LI-Onsite