Customer Relationship Specialist, Kilmarnock
Client: Close Brothers Group
Location: Kilmarnock, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 6fb63eee0c25
Job Views: 7
Posted: 14.07.2025
Expiry Date: 28.08.2025
Job Description
Overall Summary
At Close Brothers, we recruit individuals from diverse backgrounds and encourage applications even if you don’t meet every requirement. We value diversity, promote inclusivity, and offer flexible work options to support work-life balance.
Join the Braemar Finance Team as a Customer Relationship Specialist, providing efficient service to Hirers, Suppliers, and Brokers, understanding their needs, and supporting the Sales team.
Ideal candidates will have excellent communication skills, both written and verbal, and the ability to liaise effectively with customers and colleagues at all levels.
Responsibilities
* Work with Sales/Customers to facilitate onboarding and agreement processes, ensuring accuracy and efficiency.
* Support processing of proposals, including AML checks, credit searches, and asset loading.
* Check and collate documentation to ensure compliance with legislation and credit approvals.
* Prepare payments to suppliers, brokers, and customers accurately.
* Complete internal checks and reviews as per company procedures.
* Load finance agreements into the ALFA system, understanding each product.
* Issue Welcome Packs to customers within specified timescales.
* Process deposits and initial payments on ALFA.
* Assist Sales Team with customer communication and transaction progression.
* Support customer calls, including handling diverted calls when Sales are unavailable.
Candidate Profile
We are looking for candidates with:
* Ability to work independently and as part of a team.
* Proactive approach and initiative.
* Numeracy and analytical skills.
* Strong interpersonal skills for relationship building.
* Experience in customer support roles.
Preferred Skills
It would be advantageous if you have:
* Knowledge of Microsoft Office products.
* Experience in the Financial Services Industry or similar roles.
We are committed to accessibility and inclusivity. Adjustments can be made for applicants with disabilities or long-term conditions. Please contact us for alternative formats or further assistance.
About Us
Close Brothers supports work-life balance with flexible, hybrid working options. We are a leading UK merchant banking group, listed on the London Stock Exchange, employing around 3,000 people mainly in the UK and Ireland.
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