Partner Support Executive

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 Close Brothers Partner Support Executive Team where you will be responsible for providing transactional account management support and guidance to our dealer partners at every stage of their journey to build sustainable long lasting relationships. The Partner Support Executive is key to ensuring an efficient overall performance from the operational hub, ensuring service levels are maintained across the operational estate within CBMF (Close Brothers Motor Finance) and close collaboration with sales leadership and account management teams. The Partner Support Executive position sits between sales and operations teams and provides transactional support to the Account Managers with account and proposal queries, data analysis and insights, evolving dealer partner needs and focused dealer funding support.

RESPONSIBILITIES

• Proactively supporting our dealer partners with transactional business and commercial related queries and operational efficiencies (e-mail or telephone)
• Proactively engaging with the sales account management team to optimise the dealer partner experience and commercial performance
• Professionally responding to dealer calls and maintaining strong relationships
• Utilising Salesforce.com (CRM) to enrich dealer partner data to support sales activities
• Supporting with dealer commission payments and any associated pricing queries
• Providing focused support for the dealer funding proposition
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
• Proactively record any Bwise incidents and Anti Money Laundering failings

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Excellent customer service and relationship management skills
• Previous experience in a customer focused environment with professional communication skills
• Demonstrable experience of working within a structured process
• Excellent IT Skills (MS Word, Excel and Outlook)
• The ability to work well as part of a team
• Excellent organisation skills and the ability to self-manage priorities
• Excellent analytical skills and the ability to effectively analyse data and provide insights
• Strong attention to detail skills

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

• Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive or Consumer Credit Act
• Experience of using a CRM and/or Salesforce.com
• Previous experience or understanding of working within a sales process.
• Previous experience or knowledge of credit risk assessment and retail pricing models
• A sound understanding of the wider Motor Finance market

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.

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.

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.

At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.