At a Glance
- Tasks: Support sales teams and manage customer onboarding for a seamless experience.
- Company: Join Close Brothers, a leading UK merchant banking group that values diversity and inclusivity.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive work environment.
- Other info: Flexible work options available to help balance your life and career.
- Why this job: Be a brand ambassador and make a real impact in customer relationships.
- Qualifications: Experience in customer service and strong communication skills are essential.
The predicted salary is between 35000 - 45000 £ 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 Commercial Team where you will support the direct sales teams local to your regional sales hub throughout the customer onboarding journey, liaising with new and existing customers to drive new business, manage or support the submission of proposals to underwriting, performing initial due diligence activities, requesting timely support from the operations function to support customer sign‑up and facility activation.
Working as part of the Asset Finance team our ideal team member will have previous experience in customer service and relationship management with excellent communication skills both written and verbal.
Responsibilities:
- Liaise with Credit and Operations functions plus customers, brokers and suppliers to solve proposal or deal documentation accuracy issues to enable timely customer outcomes.
- Act as a brand ambassador, promoting our company's values and maintaining a positive brand image at all times.
- Create or support the construction of inbound proposals and perform any initial due diligence activities required.
- Engage with Customers, Brokers and Suppliers via telephone and email, providing outstanding support to address proposal related enquiries and to resolve issues.
- Understand the team business strategy, vision/mission and personal contribution to it.
- Develop and maintain relationships with existing customers via telephone, emails, and on occasion face to face meetings.
- Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators.
We would love to hear from you if you have/are:
- The ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
- Proven experience in customer service, relationship management or a related role.
- Proficiency in handling customer enquiries and resolving issues with a customer‑centric approach.
- A strong attention to detail.
- Numerate and analytical ability.
It is not essential but it would be great if you have:
- Familiarity with CRM software and other customer support tools.
- Good knowledge of Microsoft products.
- Previous knowledge of the Financial Services industry and in a similar customer facing role.
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.
For roles offering hybrid working: 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.
Account Manager in Manchester employer: Close Brothers
At Close Brothers, we pride ourselves on being an inclusive employer that values diversity and promotes a healthy work-life balance through flexible working options. Our supportive work culture encourages professional growth and collaboration, allowing you to thrive in your role as a Governance Support Officer while contributing to meaningful governance activities within the Asset Finance Team. With opportunities to engage with senior stakeholders and develop your skills in a dynamic environment, Close Brothers is an excellent place to build a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager 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 Account Manager 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.
