The Vacancy
OVERALL SUMMARY
Join Close Brothers Customer Operations Team where you will ensure that the Team’s onboarding and in life maintenance of Retail and Corporate customers is in accordance with departmental procedures, within agreed Service Level standards and ensuing good customer outcomes.
RESPONSIBILITIES
Create and maintain customer records in Temenos (T24) system.
Complete due diligence on new and existing customers in accordance with the department’s onboarding procedure.
Complete independent quality assurance reviews and provide specific feedback to the Savings Operations Team Leaders and Executives, identifying themes and developing quality improvement plans in line with key findings
Handling customer complaints and ensuring resolution in a timely manner, in line with the business and regulatory guidelines and SLAs.
WE WOULD LOVE TO HEAR FROM YOU IF:
Proven experience of complaint handling in a regulated environment
Knowledge of the Financial Ombudsman Service.
Good organisation, time management and attention to detail.
Able to adapt and prioritise a varied workload in a busy environment.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
Previous experience in a customer operations role in a highly regulated environment.
Good understanding of FCA regulation regarding customer services.
Knowledge of Anti-Money Laundering policies, procedures, and standards.
Previous experience of Quality Assurance.
At Close Brothers we consider flexible working requests on hiring. Our employees work flexibly in many ways to help organise work around personal lives, including part-time, flexible hours, job share or an element of working from another location. Please indicate your preferred working pattern on your application and we will discuss any flexible working requirements during the selection process.
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
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.