Customer Relationship Specialist

Dundonald, Scotland, United Kingdom

1/3/2025

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 Braemar Finance team where you will provide an efficient and effective service to our customers and sales teams, understanding their needs and working to exceed those wherever possible.

The day to day includes processing documentation for new transactions, facilitating pay-outs and managing the 'in-life' journey of our customers.

Our ideal team member doesn't necessarily need prior experience, however previous experience in customer services and/or new business administration would be beneficial. Most importantly, you'll have strong communication skills and will be an excellent team player. You'll be an effective problem solver and can use initiative.

Responsibilities

• Work closely with Sales and our customers to ensure a smooth the onboarding and agreement set up processes while focussing on getting things done right first time.
• Ensuring all relevant internal checks and reviews (anti-money laundering, credit, asset valuations etc.) are completed accurately and inline with company procedures
• Check and collate documentation and associated paperwork in a timely manner ensuring that we are in full compliance with current legislation and credit approvals.
• Accurately upload all financial agreements to the platforms (using Salesforce & Alfa)
• Preparing accurate payments to suppliers, brokers and customers
• Issue welcome packs to all new customers within agreed timescales and include all relevant documentation
• Process all deposits and initial payments on ALFA system
• Support the Sales team by speaking to Customers and internal stakeholders to progress with new business transaction
• Receive and respond to enquiries by email or telephone, addressing these effectively and in a timely manner
• Address customer complaints in accordance to policy
• Understand the main risks arising in your area of responsibility, how to mitigate them and escalate where you are unable to comply and to meet all data requirements
  
  
  
  

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

• Excellent communication skills, both written and verbal, and are able to effectively communicate with both customers and colleagues at all levels
• A strong attention to detail
• An excellent team player, able to work as part of a large team as well as independently at times.
• Ability to develop and maintain relationships both internally and externally.
• Strong initiative with excellent problem solving skills
  
  
  
  

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

• Have good knowledge of Microsoft products
• Have previous knowledge and experience of financial services industries or in a similar operational customer facing role.
• Have previous knowledge or experience in Asset Finance industry
  
  
  
  

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

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.

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