Customer Relationship Specialist - Aviation and Marine
This is a {Advertised Permanent / Temporary}, {Advertised Full Time / Part Time} vacancy that will close in {x} days at {xx:xx} BST.
The Vacancy
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 Asset Finance team where you will provide an efficient and effective service to our customers and sales teams, understanding their needs and working to exceed those wherever possible.
The day to day includes processing documentation for financial agreements, facilitating pay-outs and managing the 'in-life' journey of our customers.
You will be an integral part of the Sales and Customer Relationship Team with in the Aviation and Marine business, providing essential support to the Sales Teams and Customers of the business.. The role will focus on creating and maintaining good sales, customer and supplier relationships to increase and enhance our levels of service.
RESPONSIBILITIES
- Work closely with Sales and our customers to ensure a smooth the onboarding and agreement set up processes while focussing on getting things done right first time.
- Check and collate documentation and associated paperwork in a timely manner ensuring that we are in full compliance with current legislation and credit approvals.
- Accurately upload all financial agreements to the platforms (using Salesforce & Alfa)
- Preparing accurate payments to suppliers, brokers and customers
- Issue welcome packs to all new customers within agreed timescales and include all relevant documentation
- Process all deposits and initial payments on ALFA system
- Support the Sales team by speaking to Customers and internal stakeholders to progress with new business transaction
- Receive and respond to enquiries by email or telephone, addressing these effectively and in a timely manner
- Address customer complaints in accordance to policy
- Registering security with Companies House and the relevant marine or aviation authority.
- Co-ordination with customers on annual insurance renewals on assets. Checking off aircraft reconciliation on a monthly basis. Monitoring of in-life airworthiness and key registration dates.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
- The ability to work independently as well as part of a team
- Proven numerate skills and analytical ability
- Strong interpersonal skills, able to develop and maintain relationships both internally and externally
- Proven experience of working proactively and taking initiative
- Experience in providing excellent customer support
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
- Have good knowledge of Microsoft products
- Have previous knowledge and experience of financial services industries or in a similar operational customer facing role.
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 long-term 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 recruit.ssc@closebrothers.com or request a call back.
ABOUT US
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: https://www.closebrothers.com/careers
To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541
To find out more about our benefits:
https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
#LI-CBAFL #LI-Hybrid #LI-JN1
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 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.
The Benefits
Private medical
Discounted health checks
Stakeholder pension contribution
Gym discounts
Cycle to work scheme
Gym discounts
Purchase additional holiday
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