At a Glance
- Tasks: Provide top-notch customer service and support throughout the customer lifecycle.
- Company: Join Close Brothers, a leading UK banking group with a focus on inclusivity.
- Benefits: Enjoy hybrid working, private medical care, gym discounts, and more.
- Other info: Diverse team with opportunities for personal and professional growth.
- Why this job: Make a real difference by helping customers thrive with your empathetic communication.
- Qualifications: Strong communication skills and a customer-focused mindset are essential.
The predicted salary is between 25000 - 32000 £ per year.
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 deliver a seamless and compliant service across the customer lifecycle focused on in-life activities (excluding collections). Working as part of the Sales Operations team our ideal team member will have previous experience in ensuring accurate onboarding, effective communication, and a consistently high standard of customer experience with excellent communication skills.
RESPONSIBILITIES
- Empathetically communicate with customers through available channels including telephone, post and email.
- Handle service requests across all channels (email, portal, post, and telephone) ensuring compliance with policies and SLAs.
- Accurately capture service requests received by email, portal, post or telephone.
- Manage inbound requests from sales, sales support, and broker support, ensuring compliance with relevant policies and SLAs.
- Conduct customer due diligence, including risk assessment, verification of beneficial ownership, and validation of identity and address documents.
- Prepare and issue finance and security documentation in line with credit approvals, regulatory requirements, and internal policies.
- Work proactively to achieve individual and team performance targets.
- Act as a first line of defence by remaining vigilant to risks and escalating concerns appropriately.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:
- Customer focused, able to appreciate customer needs and deliver good outcomes.
- Able to demonstrate empathy and understanding in customer interactions.
- Strong stakeholder management skills, quick to develop and maintain relationships both internally and externally.
- Able to demonstrate accuracy and a strong attention to detail.
- An ability to work independently as well as part of a team.
- Numerate with analytical ability.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- Experience of providing excellent Customer support.
- Good knowledge of Microsoft Products.
- Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles.
- Previous knowledge and experience 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.
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
Close Brothers is a UK specialist banking group providing lending and deposit taking. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.
Our specialist lending and deposit solutions include:
- Commercial: Offers specialist and predominantly secured lending principally to the SME market.
- Retail: Provides intermediated finance through motor dealers, motor finance brokers and insurance brokers, and savings products for individuals and corporates.
- Property: Offers residential development finance to established UK property developers, funding for commercial properties, and bridging and refurbishment loans.
At Close Brothers, we are here to help people and businesses thrive over the long term. Through our deep sector knowledge and expertise, focus on delivering excellent and specialist service, and strength of established relationships, we support our customers through the cycle. Our values of deep expertise, consistent service and long-term relationships embody our distinctive culture and customer-centric approach. We also recognise our responsibility to help address the social, economic and environmental challenges facing our businesses, employees and customers, now and into the future.
The Benefits
- Private medical
- Discounted health checks
- Stakeholder pension contribution
- Gym discounts
- Cycle to work scheme
- Purchase additional holiday
Customer Service Associate in Glasgow employer: Close Brothers Group
Close Brothers is an excellent employer that values diversity and inclusivity, offering flexible working arrangements to suit individual needs. With a strong commitment to employee development and a supportive work culture, team members can thrive in their roles while enjoying benefits such as private medical care and gym discounts. Located in the UK, Close Brothers provides a dynamic environment where employees can contribute to meaningful projects and grow their careers within a leading banking group.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Associate in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Close Brothers Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Service Associate in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Close Brothers Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Close Brothers Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Close Brothers Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Close Brothers Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Close Brothers Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Close Brothers Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
