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 Asset Finance team where you will provide an effective service to our customers. Understanding their needs and requirements, along with processing and managing finance applications and agreements throughout the full lifecycle. Our ideal team member will have previous experience handling financial applications and present excellent interpersonal skills with both internal and external customers.
RESPONSIBILITIES
* Work closely with customers and the Sales team to ensure a smooth onboarding and agreement set up processes, focussing on providing an efficient and effective service to customers.
* Check and collate customer documentation and associated paperwork in timely manner to ensure customer needs are met and that we are in full compliance with current legislation and credit approvals.
* Process deposits and initial payments on ALFA system
* Preparing accurate payments to suppliers, brokers and customers.
* Issue welcome packs to all customers within agreed timescales and include relevant
* Support the sales team by speaking to Customers and internal stakeholders to progress with new business transactions.
* Assisting with customer calls, which may include a phone divert when sales are unavailable or on annual leave.
* Receive enquiries by email or telephone, addressing these in effectively and in a timely manner
* Address customer complaints in accordance with policy and respond both promptly and accurately to general sales requests or queries.
WE WOULD LOVE TO HEAR FROM YOU IF YOU:
* Have experience of working proactively and taking initiative.
* Are highly numerate and analytical.
* Have strong interpersonal skills, the ability to develop and maintain relationships both internally and externally
* Have experience providing great customer support
* Have Excellent communication skills
* Are highly organised
* Possess effective problem solving skills
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
* Have previous knowledge and experience within a Financial services industry and in a similar operational or customer facing role.
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
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