Sales Support Executive in Manchester

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 play a key role in ensuring the smooth and efficient onboarding experience of new clients. Working closely with our field-based sales team, you will be our in-office support, managing post-sale activities and various administrative tasks essential to client onboarding.

To be successful in the role, you'll have experience with customer/client onboarding, ideally within the financial services. You will need to be highly organised with a pro-active approach and a strong communicator with excellent attention to detail.

Responsibilities:

• Providing support to the GB Commercial Sales Team in a variety of new business administrative tasks.
• Updating Salesforce with new business leads generated by the RSDs and assisting with continued updates in Salesforce throughout the prospect journey.
• Completion of debtor assessment packs (BDP Packs).
• Document packs – liaise with the securities team regarding dispatch and prospects regarding completion and return.
• Ownership of the Approved Pipeline Spreadsheet to enhance the onboarding process.
• Assist with obtaining all pre-conditions including deed of priorities/waivers, 3rd party legal advice, re-surveys and any further prospect information.
• Ensure debtor verification is ongoing and speak with the DV team to progress matters.
• Assist with the onboarding process including ensuring ‘installs’ are booked, ledgers obtained and inter-factor requirements are met.
• Client Services – update the wider Client Services teams (Underwriters, Client Managers, BDP Team, Securities) of the progress of onboarding.
• New Prospects – Introduce yourself and liaise regularly with New Prospects to ensure they have provided the documents and any additional information required for onboarding, and keep them updated throughout.
• Completion of costings and drafting indicative offers when RSDs are unable.
• Comply with money laundering regulations relating to the acquisition of New Business.
• Provide support at events. There may be a requirement to attend these events from time to time throughout the year.
• In conjunction with RSDs develop ongoing professional relationships with third party introducers.
• Attend new business and introducer meetings from time to time.
• Assist with process improvements.

We would love to hear from you if you are/have:

• Previous experience of customer/client onboarding.
• Experience of working in a highly targeted environment alongside salespeople.
• Excellent communication skills, both verbal and written. Able to demonstrate the ability to effectively communicate with stakeholders and clients at all levels.
• Highly organised, able to balance multiple tasks and prioritise own time.
• Strong initiative with good problem-solving skills.
• Attention to detail.

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 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.