Client Executive

Close Brothers Group View all jobs

  • Dublin
  • Permanent
  • Full-time
  • 11 hours ago
The VacancyOVERALL SUMMARYAt 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 Invoice Finance team for Close Brothers Commercial Ireland where you will provide support to our Client Managers and help deliver innovative funding solutions and outstanding service to our clients. You'll work with businesses operating Invoice Discounting, IDeal, Factoring and ABL facilities, playing a key role in building strong client relationships.Working as part of the Client Management team, our ideal new team member will have previous experience in a client/customer facing role and will possess excellent communication, prioritisation and problem-solving skills. Previous experience in commercial lending, especially Invoice Finance, isn't essential, but would be beneficial.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.
  • Ensure that customers are put at the heart of what we do as a business and that when delivering our products and services the customer's 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.
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:
  • 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 previous knowledge or experience with commercial lending products, specifically Invoice Finance (Discounting, Factoring, ABL)
  • Have or are pursuing an ABFA qualification
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 USAt 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 3,000 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: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:#LI-JN1 #LI-CBCF #LI-HybridThe CompanyClose Brothers is a UK specialist banking group providing lending and deposit taking. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.Our specialist lending and deposit solutions include:
  • Commercial: Offers specialist and predominantly secured lending principally to the SME market.
  • Retail : Provides intermediated finance through motor dealers, motor finance brokers and insurance brokers, and savings products for individuals and corporates.
  • Property: Offers residential development finance to established UK property developers, funding for commercial properties, and bridging and refurbishment loans.
At Close Brothers, we are here to help people and businesses thrive over the long term.Through our deep sector knowledge and expertise, focus on delivering excellent and specialist service, and strength of established relationships, we support our customers through the cycle. Our values of deep expertise, consistent service and long-term relationships embody our distinctive culture and customer-centric approach.We also recognise our responsibility to help address the social, economic and environmental challenges facing our businesses, employees and customers, now and into the future.The BenefitsPrivate medicalDiscounted health checksStakeholder pension contributionGym discountsCycle to work schemeGym discountsPurchase additional holiday

Close Brothers Group

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