Broker Support Specialist (12month FTC)

Overall Summary

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 Business Finance Team where you will deliver an efficient and consistent service whilst creating a positive relationship with our brokers and driving up conversion rates.

Working as part of the Broker Solutions team our ideal team member will have previous experience in being the initial and primary contact for brokers on the proposal/customer journey with excellent communication skills.

Responsibilities

• Work in tandem with the Broker Development Managers (External Sales) to provide exceptional service to our Brokers.
• Engage with Brokers via telephone and email to address enquiries, resolve issues, and provide outstanding assistance.
• Provide assistance to our brokers and our internal Credit and Operation teams with processing of new proposals, ensuring full implementation of ‘Triage’ Process.
• Strive to exceed performance metrics and business SLA’s, including proposal submissions and conversion rates.
• Keep accurate records of customer interactions and transactions using our internal systems.
• 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
  
  
  
  

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• 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 is a plus.
• 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. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to 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