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
* 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
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
* 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
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU ARE:
* 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
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 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. 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:
To find out more about life at Close Brothers:
To find out more about our benefits:
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
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The Company
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.
The Benefits
Private medical
Discounted health checks
Stakeholder pension contribution
Gym discounts
Cycle to work scheme
Gym discounts
Purchase additional holiday