At a Glance
- Tasks: Help customers onboard smoothly and manage requests with precision and care.
- Company: Join Close Brothers, a leading UK banking group that values diversity and inclusivity.
- Benefits: Enjoy hybrid working, private medical care, gym discounts, and more.
- Other info: Great opportunities for career growth in a supportive environment.
- Why this job: Make a real difference in customer experiences while developing your skills in finance.
- Qualifications: Attention to detail and a proactive attitude are key; experience is a bonus but not essential.
The predicted salary is between 30000 - 40000 £ 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 (CBAF) Team where you will develop strong knowledge of CBAF products, processes and systems to enable an efficient and accurate customer onboarding process, ensuring you deliver a consistently high standard of customer experience.
Based in our office in Sale, Manchester, our ideal team member will be able to demonstrate a high level of accuracy and attention to detail, they will be proactive and demonstrate the ability to engage effectively with customers and internal stakeholders. Previous experience in Sales Support / Customer onboarding, ideally in the financial services sector is beneficial, but not essential. Much more important is the right attitude, the desire and willingness to learn and being a good team member.
RESPONSIBILITIES
- Manage inbound requests from internal teams such as Sales, Account Managers, and Broker Support, ensuring compliance with relevant policies and service level agreement (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.
- Complete pre-payout checks, ensuring agreement and asset details are accurately captured in the lending system before funds release.
- Maintain accurate system updates and communicate application status as needed.
- Provide clear, prompt assistance to internal teams, customers, brokers, and suppliers via phone and email, escalating complex issues where required.
- Work effectively with other departments to ensure seamless communication and problem-solving for brokers and customers.
- Process payments to suppliers and intermediaries in a timely and compliant manner.
- Manage post-execution tasks, including portal updates, security registration, welcome documentation, and allocation of deposits or initial payments.
- Keep accurate records of customer interactions and transactions using our internal system.
- Provide overflow and contingency cover to the Customer Services team.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:
- Able to demonstrate accuracy and a strong attention to detail.
- Proven experience of working proactively and taking initiative.
- An ability to work independently as well as part of a team.
- Numerate with analytical ability.
- Able to engage with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
- Strong stakeholder management skills, able to develop and maintain relationships both internally and externally.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- Worked with customers, demonstrating high standards of service and providing excellent customer outcomes.
- Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing role.
- Previous knowledge and experience of the Asset Finance industry.
- Good knowledge of Microsoft Products.
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
The Benefits
- Private medical.
- Discounted health checks.
- Stakeholder pension contribution.
- Gym discounts.
- Cycle to work scheme.
- Purchase additional holiday.
Customer Onboarding Associate in Manchester employer: Close Brothers Group
Close Brothers is an exceptional employer that values diversity and inclusivity, offering a supportive work culture where employees can thrive. With flexible working options and a commitment to employee growth, you will have the opportunity to develop your skills in a dynamic environment while enjoying a range of benefits such as private medical care and gym discounts. Located in Sale, Manchester, our team fosters collaboration and strong relationships, ensuring a rewarding experience for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Onboarding Associate in Manchester
✨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 Onboarding Associate in Manchester
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.
