Client Executive

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.

Join the Close Brothers Invoice Finance (CBIF) team where you will provide support to our Client Managers in delivering innovative funding solutions and outstanding customer service to clients operating Invoice Discounting IDeal Factoring and ABL facilities.

Our ideal new team member will have previous experience in a customer facing role within financial services ideally within the Invoice Finance sector. To be successful in the role youll have excellent organisation and prioritisation skills be a strong communicator and have the ability to think on your feet and solve problems quickly to ensure good outcomes for your clients.

RESPONSIBILITIES

• Provide on hand support for client managers with effective handling of client queries requests internal administrative and reporting requirements.
• Deliver outstanding customer service and strong customer retention behaviours
• Maintain our processes and systems in respect of agreement changes aligned to our business authorities. This includes variation letters and legal documentation requests.
• Handle client payment requests and processing within business authorities.
• Assist the new business/onboarding process with system set up checks and client training.
• Co-ordinate outgoing inter-factor transfers
• Ensure timely and accurate system closures including completion and circulation of termination reports.
• Attend client visits as required to enhance and build on existing relationships
• Identification and escalation of risks.
• Timely and accurate completion of Annual Security reviews

Standards of performance

• Ensure that customers are put at the heart of what we do as a business and that when delivering our products and services the customers needs are met as far as possible.
• Ensure that our products and services are clearly fairly and accurately described in marketing and other client documentation.
• Ensure that customers are treated fairly throughout the transaction lifecycle.
• Taking ownership of all inbound enquiries effectively liaising with all areas of the business and meeting expected turnaround times.
• Consistent approach/ best practise and financial accuracy.

WE WOULD LOVE TO HEAR FROM YOU IF YOU ARE / HAVE:

• Highly organised with the ability to effectively manage time
• Excellent communication skills both verbal and written
• Experience of working in a client facing / administration role within financial services
• Strong numerical and analytical skills
• Knowledge of Microsoft office applications
• Strong initiative and problem-solving skills

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

• Have prior experience withInvoice Finance products and services
• Have an ABFA qualification to foundation level

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.

ABOUT US

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.

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

#LI-JN1 #LI-hybrid #LI-CBIF

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 long-term 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 face-to-face services to enable strong long-term 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.