Customer Service Associate

Empathetically communicate with customers through available channels including telephone, post and email

Handle service requests across all channels (email, portal, post, and telephone) ensuring compliance with policies and SLAs

Accurately capture service requests received by email, portal, post or telephone

Manage inbound requests from sales, sales support, and broker support, ensuring compliance with relevant policies and SLAs

Conduct customer due diligence, including risk assessment, verification of beneficial ownership, and validation of identity and address documents

Prepare and issue finance and security documentation in line with credit approvals, regulatory requirements, and internal policies.

Work proactively to achieve individual and team performance targets

Act as a first line of defence by remaining vigilant to risks and escalating concerns appropriately

Working as part of the Sales Operations team our ideal team member will have previous experience in ensuring accurate onboarding, effective communication, and a consistently high standard of customer experience with excellent communication skills., Customer focused, able to appreciate customer needs and deliver good outcomes

Able to demonstrate empathy and understanding in customer interactions

Strong stakeholder management skills, quick to develop and maintain relationships both internally and externally

Able to demonstrate accuracy and a strong attention to detail

An ability to work independently as well as part of a team

Numerate with analytical ability

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

Experience of providing excellent Customer support

Good knowledge of Microsoft Products

Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing roles

Previous knowledge and experience of the Asset Finance industry.

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 and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.