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 Close Brothers Team where you will be responsible for building and sustaining relationships with our motor dealer and broker partners, proposing their deals and ensuring the business taken on is within the set parameters. Working as part of the Customer Support team our ideal team member will have previous experience in a customer focused environment with excellent communication skills.
Responsibilities
- Carry out duties to the company standard policy and procedures.
- General office administration office duties.
- Assisting with the collection of fees that have accrued on customer accounts.
- Accurate banking of monies received.
- Dealing with customer complaints and general queries.
- Processing of customer proposals and recommending them in line with company policies and procedures.
- Liaising with motor dealer/broker partners regarding the outcome/decisions of a proposal that has been underwritten.
- Processing documents received that need to be paid out.
- Adhering to requirements of new dealer procedures along with certain database checks for items that may occur when processing.
- Operation of our proposal system with clear notes and rationale that is to our company standard and audit process and within company and Group policies.
- 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/ARE:
- Excellent customer service skills.
- Previous experience in a customer focused environment.
- 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.
- Enthusiasm and commitment to learn.
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
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, 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