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Overall Summary
At Close Brothers, we look to recruit individuals from diverse 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 Customer Service Team, where you will provide Brokers and Customers with excellent service by answering their queries, which range from onboarding and defaults to identifying vulnerable customers and more.
Our ideal team member will have previous experience in Customer Service and working as part of a team to ensure the fulfillment of both external and internal SLAs as set out by management.
Responsibilities
1. Providing excellent customer service to both brokers and customers
2. Adopting a professional manner in all interactions with internal and external customers
3. Carrying out underwriting checks to authorize agreements for customers and brokers
4. Responding to all inbound electronic traffic (web, emails, and other electronic communications)
5. Making outbound calls to customers and brokers to provide excellent service through first-time resolution where required
6. Owning and driving resolution over the phone with internal and external customers
7. Responding to all inbound calls while adhering to set targets (daily, weekly, and monthly)
8. Updating all system notes at the end of calls to meet department standards
9. Participating in testing new system changes as required
10. Maintaining CBPF’s compliance with all applicable regulations, including FCA principles and internal procedures for Treating Customer Fairly
Qualifications
* Experience working in Customer Services
* Excellent interpersonal skills, both written and verbal
* College-level education or background in Operations with vocational qualifications preferred
* Flexibility, innovation, and control in a pressurized environment
* Analytical and problem-solving skills
Preferred Skills
* Experience using Word, Excel, PowerPoint, and Outlook
We are an inclusive organization committed to accessibility in our recruitment process. Adjustments can be made for individuals with disabilities or long-term conditions. Please contact us at recruit.ssc@closebrothers.com for alternative formats or to discuss the process.
About Us
Close Brothers is a leading UK merchant banking group providing lending, deposit-taking, wealth management services, and securities trading. We support small businesses and individuals across the UK, aiming to help them thrive over the long term.
For more information, visit our careers page, our life at Close Brothers page, and our benefits page.
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