Customer Relationship Specialist

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 the Close Brothers Broker & Professional Solutions (BPS) team where you'll deliver exceptional service to our customers, working to understand their needs and exceed their expectations wherever possible.

Based in our Manchester office, you’ll bring experience in customer services, ideally within B2B banking/lending, along with strong organisational and communication skills, both written and verbal.

• Receive enquiries by email or telephone, addressing these effectively and in a timely manner
• Process all requests, where required, for in‑life tasks including settlement quotes, agreement settlement, reschedules, process card payments, refunds and updates to account information plus other activity required as and when requested.
• Ensure all requests are processed in compliance with relevant policies, procedures, and SLA’s
• Address Customer complaints in accordance with policy
• Ensure all company systems, including ALFA, Salesforce (including Middle Office) are kept updated with relevant Customer information and to agreed data quality standards
• Respond promptly and accurately to general sales request or queries.

• Experience of providing excellent Customer support
• Ability to work independently as well as part of a team
• Proven exposure to working proactively and taking initiative
• An ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments
• Strong stakeholder management skills, quick to develop and maintain relationship both internally and externally
• Numerate with analytical ability

• 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
• Good knowledge of Microsoft Products

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at  or request a call back.

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 3000 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.

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Our Responsibility - Diversity and inclusion ¦ Close Brothers Group