Client Executive in Brighton

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 Invoice Finance (CBIF) team where you will provide support to our Client Managers in delivering innovative funding solutions and outstanding customer service to clients operating Invoice Discounting, IDeal, Factoring and ABL facilities.

Our ideal new team member will have previous experience in a customer‑facing role within financial services, ideally within the Invoice Finance sector. To be successful in the role, you’ll have excellent organisation and prioritisation skills, be a strong communicator and have the ability to think on your feet and solve problems quickly to ensure good outcomes for your clients.

Responsibilities

• Provide on‑hand support for client managers with effective handling of client queries, requests, internal administrative and reporting requirements.
• Deliver outstanding customer service and strong customer retention behaviours.
• Maintain our processes and systems in respect of agreement changes, aligned to our business authorities. This includes variation letters and legal documentation requests.
• Handle client payment requests and processing within the required business authorities.
• Assist the new business/onboarding process with system set‑up checks and client training.
• Coordinate outgoing inter‑factor transfers.
• Ensure timely and accurate system closures, including completion and circulation of termination reports.
• Attend client visits as required to enhance and build on existing relationships.
• Identify and escalation of risks.
• Timely and accurate completion of Annual Security reviews.

Standards of Performance

• Ensure that customers are put at the heart of what we do as a business and that when delivering our products and services the customer’s needs are met as far as possible.
• Ensure that our products and services are clearly, fairly and accurately described in marketing and other client documentation.
• Ensure that customers are treated fairly throughout the transaction lifecycle.
• Take ownership of all inbound enquiries, effectively liaising with all areas of the business and meeting expected turnaround times.
• Use a consistent approach/ best practice and maintain financial accuracy.

Qualifications We Would Love to Hear From You If You Are/Have

• Highly organised with the ability to effectively manage time.
• Excellent communication skills, both verbal and written.
• Experience of working in a client‑facing or administration role within financial services.
• Strong numerical and analytical skills.
• Knowledge of Microsoft Office applications.
• Strong initiative and problem‑solving skills.

Nice to Have (Not Essential, but Great if You Have)

• Prior experience with Invoice Finance products and services.
• ABC/AFA qualification to foundation level.

Inclusive Recruitment Process

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