Broker Support Associate
Close Brothers Group, South Wimbledon, Merton
Broker Support Associate
Salary not available. View on company website.
Close Brothers Group, South Wimbledon, Merton
- Full time
- Permanent
- Onsite working
Posted today, 23 Dec | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
job Ref: 89be58c4e1f34218b08dec7ec40d6770
Full Job Description
Join the 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, i-mails 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 department's required standards.
- Participating in testing new system changes as and when required.
- Maintain CBPF's 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.
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 problem-solving skills IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
- Previous experience using Word, Excel, PowerPoint and Outlook
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: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: As the pioneers of premium finance, we have been helping brokerages grow their business for over 40 years. Supporting over 3 million people across the UK and Ireland, we make it easier for customers to manage their money by offering more choice and flexibility. Close Brothers Premium Finance is part of Close Brothers, a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. This provides financial stability so that we can offer our customers the best products, and we pride ourselves on giving both our brokers and their clients the best possible service and support. Close Brothers Group