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For Companies At a Glance
- Tasks: Support customers and sales teams, ensuring smooth onboarding and effective communication.
- Company: Join Close Brothers, a leading UK merchant banking group that values diversity and inclusivity.
- Benefits: Flexible work options, competitive salary, and opportunities for personal growth.
- Why this job: Make a real difference in customer relationships while developing your skills in finance.
- Qualifications: Strong communication skills and a proactive approach to customer support.
- Other info: Dynamic team environment with a commitment to career development and inclusivity.
The predicted salary is between 30000 - 42000 £ per year.
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 & Leasing Team where you will provide an efficient and effective service to Hirers, Suppliers and Brokers (‘Customers’), appreciating their needs and requirements, working to exceed those wherever possible, along with providing solid and consistent assistance to the Sales team.
Working as part of the Transport team our ideal team member will have previous experience in the processing and management of finance applications and agreements throughout the full lifecycle, ensuring an efficient and effective service to internal and external customers is delivered with excellent communication skills.
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 other interested parties when required.
- Provide assistance to the Sales/Customers with processing of new proposals, including checks on anti‑money laundering, credit searching, linking exposures and loading and checking assets.
- Accountable 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.
- Receive enquiries by email or telephone, addressing these effectively and in a timely manner.
- 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.
- Comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators.
We would love to hear from you if you have:
- Ability to work independently as well as part of a team.
- Proven experience of working proactively and taking initiative.
- Numerate with analytical ability.
- The ability to speak with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
- Strong stakeholder management skills, quick to develop and maintain relationship both internally and externally.
- Provided excellent Customer support.
It is not essential but it would be great if you have:
- Good knowledge of Microsoft Products.
- Previous knowledge of the Financial Services Industry and in similar operational or customer facing roles.
- Previous knowledge of the Asset Finance industry.
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 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.
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
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Customer Relationship Specialist employer: Close Brothers Asset Finance
Contact Detail:
Close Brothers Asset Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Close Brothers. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by practising common questions related to customer service and finance. We all know that confidence is key, so rehearse your answers and maybe even do a mock interview with a mate!
✨Tip Number 3
Show off your skills during the interview! Bring examples of how you've provided excellent customer support in the past. We want to see how you can bring that experience to the Customer Relationship Specialist role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're genuinely interested in joining the Close Brothers team.
We think you need these skills to ace Customer Relationship Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the Customer Relationship Specialist role. We want to see how you can bring value to our team!
Show Off Your Communication Skills: Since this role involves a lot of interaction with customers and colleagues, be sure to showcase your excellent written communication skills in your application. We love clear and concise messages!
Highlight Relevant Experience: If you've got experience in customer support or the financial services industry, make it stand out! We’re keen to see how your background can help us provide top-notch service to our customers.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with Close Brothers.
How to prepare for a job interview at Close Brothers Asset Finance
✨Know Your Customer Service Basics
Brush up on your customer service skills and be ready to share examples of how you've effectively supported customers in the past. Think about specific situations where you went above and beyond to meet a customer's needs.
✨Familiarise Yourself with Financial Services
Since this role is within the financial services industry, it’s a good idea to have a basic understanding of how it works. Research common terms and processes related to asset finance, so you can speak confidently about them during the interview.
✨Prepare for Behavioural Questions
Expect questions that assess your ability to work independently and as part of a team. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your proactive approach and initiative in previous roles.
✨Showcase Your Communication Skills
Effective communication is key in this role. Be prepared to demonstrate your written and verbal communication skills. You might be asked to explain complex information simply, so practice articulating your thoughts clearly and concisely.