Salary: Competitive Salary, Discretionary Bonus + Company Benefits
The Vacancy
OVERALL SUMMARY
At Close Brothers, we seek to recruit individuals from diverse backgrounds and encourage applications even if you don't meet every criterion. We celebrate diversity, promote inclusivity, and are open to discussing flexible work options to support work-life balance.
Join the Close Brothers Asset Finance team, where you will provide effective service to our customers by understanding their needs, processing, and managing finance applications and agreements throughout their lifecycle. The ideal team member will have previous experience handling financial applications and excellent interpersonal skills for both internal and external customers.
RESPONSIBILITIES
1. Work closely with customers and the Sales team to ensure smooth onboarding and agreement setup processes, focusing on efficient customer service.
2. Check and collate customer documentation and paperwork in a timely manner to meet customer needs and comply with legislation and credit approvals.
3. Process deposits and initial payments on the ALFA system.
4. Prepare accurate payments to suppliers, brokers, and customers.
5. Issue welcome packs to customers within agreed timescales, including relevant documents.
6. Support the sales team by communicating with customers and internal stakeholders to progress new business transactions.
7. Assist with customer calls, including managing call divert when sales staff are unavailable or on leave.
8. Handle enquiries via email or telephone effectively and promptly.
9. Address customer complaints according to policy and respond to sales requests or queries promptly and accurately.
WE WOULD LOVE TO HEAR FROM YOU IF YOU:
1. Can work independently and as part of a team.
2. Have proactive working experience and initiative.
3. Are numerate with analytical skills.
4. Possess excellent written and verbal communication skills for engaging with customers and colleagues at all levels.
5. Can develop and maintain relationships internally and externally.
6. Have experience in providing excellent customer support.
IT WOULD BE GREAT IF YOU HAVE:
1. Previous experience with Asset Finance.
2. Good understanding of asset finance products.
3. Knowledge of SME regulation.
We are committed to inclusivity and accessible recruitment processes. Adjustments can be made for disabilities or long-term conditions. For alternative formats or to discuss the process, contact us at recruit.ssc@closebrothers.com.
ABOUT US
Close Brothers is a leading UK merchant banking group offering lending, deposit services, wealth management, and securities trading. Our purpose is to support the long-term success of people and businesses in Britain.
Our vision emphasizes an open, inclusive, and diverse workforce, valued and respected at all levels. We believe in proactive financial planning and wise investing, serving professionals, business owners, individuals, charities, families, and employers.
With around 900 employees across 15 UK offices, we combine local presence with personalized services to foster strong client relationships.
Sustainability is core to our purpose, addressing social, economic, and environmental challenges. We are dedicated to doing the right thing and supporting meaningful charities.
We encourage applications from all backgrounds. If you are interested but do not meet every criterion, we still encourage you to apply as we provide training opportunities. We are also open to discussing flexible working arrangements to support your work-life balance.
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