Salary: Competitive Salary, Discretionary Bonus + Company Bonus
The Vacancy
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 discussing flexible work options to help you balance your work and home life.
Join the Close Brothers Asset Finance team, where you will oversee the team responsible for providing an efficient and effective service to our customers.
You will provide supervisory support to the Customer Relationship Specialist teams, ensuring key department objectives are met. Responsibilities include coaching and developing the team, and ensuring regular career conversations and personal development plans.
RESPONSIBILITIES
1. Supervise and work with the team to ensure they can meet their objectives effectively.
2. Collaborate closely with Sales and Customers to streamline onboarding and agreement setup, ensuring accuracy and efficiency, and providing real-time updates.
3. Support processing of new proposals, including AML checks, credit searches, linking exposures, and asset loading and verification.
4. Check and collate documentation promptly to meet customer needs and ensure compliance with legislation and credit approvals.
5. Prepare accurate payments to suppliers, brokers, and customers.
6. Ensure all internal checks and reviews are completed accurately per company procedures.
7. Load finance agreements onto platforms like Salesforce and Alfa, with a thorough understanding of each product.
8. Issue Welcome Packs to customers within agreed timescales, including all relevant documentation.
9. Process deposits and initial payments via the ALFA system.
10. Assist the Sales Team by engaging with customers and internal stakeholders to progress transactions.
11. Support customer calls, including managing call divert when sales staff are unavailable.
12. Handle enquiries via email or phone efficiently and promptly.
13. Process in-life requests such as settlement quotes, agreement settlements, reschedules, card payments, refunds, and account updates.
14. Ensure compliance with policies, procedures, SLAs, and regulatory requirements, including governance and reporting obligations.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
* The ability to work independently and as part of a team
* Proactive work ethic and initiative
* Numeracy and analytical skills
* Excellent written and verbal communication skills, with the ability to liaise effectively across departments
* Strong interpersonal skills to develop and maintain relationships internally and externally
* Experience in providing excellent customer support
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
* Knowledge of Microsoft Office products
* Experience in the Financial Services Industry or similar operational/customer-facing roles
We are committed to accessibility and inclusivity. If you need the job description or application materials in an alternative format, or wish to discuss adjustments, please contact us at recruit.ssc@closebrothers.com.
ABOUT US
Close Brothers is a leading UK merchant banking group providing lending, deposit-taking, and securities trading. We employ around 3,000 people, mainly in the UK and Ireland. Our Group is listed on the London Stock Exchange and part of the FTSE 250.
Our mission is to be the best place in the UK for wealth professionals and their clients. We believe everyone should plan financially, invest wisely, and build long-term savings and investments.
With about 900 employees across 15 UK offices, we combine local service with broad reach to foster strong client relationships.
Sustainability and social responsibility are core to our purpose. We are dedicated to doing the right thing and supporting charities meaningful to our staff.
Our vision is to cultivate an inclusive, diverse workforce from top to bottom, ensuring everyone feels valued and respected. We encourage applications from all backgrounds, even if you do not meet every criterion, as we are open to training opportunities. We also support flexible working arrangements to help balance your work and personal life.
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