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
Customer Relationship Specialist in Manchester employer: Close Brothers
Close Brothers is an exceptional employer that values diversity and inclusivity, offering flexible work options to help you achieve a healthy work-life balance. As a Customer Relationship Specialist, you'll thrive in a supportive environment that encourages professional growth and development, while being part of a dynamic team dedicated to delivering outstanding service to our clients. With a commitment to employee well-being and a strong focus on collaboration, Close Brothers provides a rewarding workplace where your contributions are recognised and valued.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Specialist 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. 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 Relationship Specialist 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.
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'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
✨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.
✨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 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 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.
