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For Companies At a Glance
- Tasks: Support customer relationships and process new business deals in a dynamic team.
- Company: Join Close Brothers, a leading UK merchant banking group with a focus on inclusivity.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive work-life balance.
- Other info: Diverse and inclusive workplace with opportunities for career growth.
- Why this job: Make a real impact by helping customers and developing your skills in finance.
- Qualifications: Strong communication skills and a knack for problem-solving are essential.
The predicted salary is between 28800 - 43200 £ per year.
Overview
Join to apply for the Customer Relationship Specialist role at Close Brothers.
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 Wholesale Finance Team where you will work closely with management, sales and the new business administration teams to support with the day to day administration and processing of new business deals for our relationship customers within Close Leasing.
Our ideal team member will have previous experience in liaising directly with customers to maximise funding opportunities with excellent verbal, written and interpersonal skills.
Responsibilities
- Process all associated documentation for new business transactions on the ALFA lease management system.
- To check all finance documentation for new transactions are correct and adherence to credit sanction has been met, to ensure full compliance with current legislation and credit policies.
- Checking and producing pricing reports against accepted models to ensure the correct profitability on the transaction.
- To help support the team with additional tasks as required to maintain the smooth running of the office.
- Ensure prompt and professional answering of the phone and handling of queries.
- Provide a first point of contact for customer queries ‘in life’ for the Wholesale Finance customer base.
- Appropriate scanning and filing of documents to ensure our obligations under GDPR are met.
We would love to hear from you if you have
- A questioning mind in relation to both documentation and processes to help the department develop and refine.
- Tenacity to pick up problems quickly and solve them within a structured environment.
- Understanding of Excel and simple / intermediate calculations.
- Experience and a willingness to work to KPIs and SLAs agreed within the team.
- Strong knowledge of general level maths.
- Ability to multitask and prioritise tasks on a daily basis in a busy role.
- Capable of adapting to different working situation when required.
It is not essential but it would be great if you have
- Previous knowledge and experience of the Financial Services industry or a busy professional office working to deadlines in a high-performing team.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please 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
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Other
#J-18808-Ljbffr
Customer Relationship Specialist employer: Close Brothers
Contact Detail:
Close Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Specialist
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Close Brothers. Understand their values, culture, and what they stand for. This will help you tailor your responses and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice makes perfect! Prepare for common interview questions related to customer service and relationship management. Think about your past experiences and how they relate to the role of a Customer Relationship Specialist. We want to hear your stories!
✨Tip Number 3
Show off your skills! During the interview, highlight your verbal and written communication skills. Give examples of how you've successfully liaised with customers in the past. Remember, this role is all about building relationships!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a nice touch and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Customer Relationship Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Relationship Specialist role. Highlight your relevant experience and skills that match the job description, especially your customer liaison and documentation skills.
Showcase Your Communication Skills: Since this role involves a lot of interaction with customers, it's crucial to demonstrate your excellent verbal and written communication skills. Use clear and concise language in your application to reflect this.
Highlight Your Problem-Solving Abilities: We love candidates who can think on their feet! Share examples of how you've tackled challenges in previous roles, especially those related to customer queries or documentation processes.
Apply Through Our Website: Don't forget to submit your application through our careers page! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Close Brothers
✨Know Your Stuff
Before the interview, make sure you understand the role of a Customer Relationship Specialist. Familiarise yourself with the ALFA lease management system and the key responsibilities mentioned in the job description. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your People Skills
Since this role involves liaising directly with customers, be prepared to demonstrate your excellent verbal and written communication skills. Think of examples from your past experiences where you've successfully handled customer queries or resolved issues. This will highlight your interpersonal skills and ability to thrive in a team environment.
✨Be Ready for Problem-Solving
The job requires a questioning mind and the ability to pick up problems quickly. Prepare to discuss situations where you've identified issues and how you approached solving them. This will showcase your tenacity and structured thinking, which are crucial for this role.
✨Brush Up on Your Maths and Excel Skills
Since the role involves checking finance documentation and producing pricing reports, make sure you're comfortable with basic maths and Excel functions. You might be asked to perform simple calculations or explain how you would handle data in Excel, so a little practice can go a long way!