Broker Support Associate
Broker Support Associate
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Job Description
OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont 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.
Jointhe Close Brothers Customer Service Team where you will provide Brokers and Customers with excellent service answering their queries which range from onboarding defaults to identifying vulnerable customers and more.
Our ideal team member will have previous experience in Customer services and as working as part of a team to ensure the fulfilment of both external and internal SLAs as set out by management
RESPONSIBILITIES
- Providing excellent customer service to both brokers and customers
- Adopting a professional manner in all interactions with internal and external customers
- Carrying out underwriting checks to authorise agreements for customers and brokers
- Responding to all inbound electronic traffic (web imails and emails)
- Making outbound calls to customers and brokers to provide excellent service through first time resolution where required
- Owning and driving resolution over the phone with our internal and external customers.
- Responding to all inbound calls adhering to set targets (daily weekly and monthly).
- Updating all system notes at the end of the call ensuring they meet the departments required standards.
- Participating in testing new system changes as and when required.
- Maintain CBPFs compliance with all applicable regulation. This will include ensuring CBPF is at all times compliant with the FCA principles and internal procedures for Treating Customer Fairly.
WE WOULD LOVE TO HEAR FROM YOU IF YOU:
- Have experience working in Customer Services
- Have excellent interpersonal skills both written and verbal
- College level applicant desirable or background in Operations with vocational qualifications
- Are flexible innovative and displays control while working in a pressurised environment
- Possess analytical and problemsolving skills
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- Previous experience using Word Excel PowerPoint and Outlook
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or longterm condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us please email us at or request a call back.
ABOUT US
For roles offering hybrid working: 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 wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
To find out more about Close Brothers please visit our careers page: find out more about life at Close Brothers:
find out more about our benefits:
find out more about our commitment to creating an inclusive environment:
Our Responsibility Diversity and inclusion Close Brothers Group
The Company
At Close Brothers Group we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their longterm savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with facetoface services to enable strong longterm relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued respected and included so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options helping you to balance your work and home life.
The Benefits
Private medical
Discounted health checks
Stakeholder pension contribution
Cycle to work scheme
Gym discounts
Purchase additional holiday
Documents
Required Experience:
IC
Employment Type
Unclear
