Job Description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don\xe2\x80\x99t 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 & Leasing (CBAFL) team, where you will help prepare for the upcoming implementation of our new Back Office system. Based in our Glasgow office, you will work as part of a wider team as well as individually on a broad range of tasks.

To be successful in this role role you will be possess IT and data entry skills along with a strong attention to detail, effective organisational and communication skills. You will be an excellent team player and will strive to provide excellent customer service to both internal and external customers.

RESPONSIBILITIES

• Generate accurate quotes for various transactions and ensure timely delivery to customers.
• Create and dispatch confirmation letters detailing settlement terms and conditions to customers promptly.
• Conduct thorough ongoing screening using World Check One for new customers.

• Investigate and resolve potential matches with information on our system.
• Log and report findings to the Financial Crime Team for further assessment.
• Collaborate with CBAF Branches for cases requiring additional actions.
• Assist in clearing the back book of existing Corporate and UBOs in World Check One.
• Collaborate with Close Brothers Treasury in London to gather CBAF Finance Agreements for audits.

• Ensure accurate and organized collection of documents for audit purposes.

WE WOULD LOVE TO HEAR FROM YOU IF YOU:

• Have excellent communication skills for interacting with both internal teams and customers
• Are able to work effectively within a collaborative and fast-paced environment.
• Posses good IT skills with experience of using MS Office Suite (Excel, etc.).
• Have a high level of accuracy and strong attention to detail.
• Possess effective organisational skills.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• Have experience in working with confidential data.
• Have previous experience in accurately generating and reviewing documents and reports.

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 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:

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:

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Close Brothers Group