Client Executive
Close Brothers Group View all jobs
- Dublin
- Permanent
- Full-time
- 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.
- 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
- Have previous knowledge or experience with commercial lending products, specifically Invoice Finance (Discounting, Factoring, ABL)
- Have or are pursuing an ABFA qualification
- 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.