Customer Onboarding Associate

Join the Close Brothers Asset Finance (CBAF) Team where you will develop strong knowledge of CBAF products, processes and systems to enable an efficient and accurate customer onboarding process, ensuring you deliver a consistently high standard of customer experience.,

• Manage inbound requests from internal teams such as Sales, Account Managers, and Broker Support, ensuring compliance with relevant policies and service level agreement (SLAs)
• Conduct customer due diligence, including risk assessment, verification of beneficial ownership, and validation of identity and address documents
• Prepare and issue finance and security documentation in line with credit approvals, regulatory requirements, and internal policies
• Complete pre-payout checks, ensuring agreement and asset details are accurately captured in the lending system before funds release
• Maintain accurate system updates and communicate application status as needed
• Provide clear, prompt assistance to internal teams, customers, brokers, and suppliers via phone and email, escalating complex issues where required
• Work effectively with other departments to ensure seamless communication and problem-solving for brokers and customers
• Process payments to suppliers and intermediaries in a timely and compliant manner
• Manage post-execution tasks, including portal updates, security registration, welcome documentation, and allocation of deposits or initial payments
• Keep accurate records of customer interactions and transactions using our internal system
• Provide overflow and contingency cover to the Customer Services team
  
  Based in our office in Sale, Manchester, our ideal team member will be able to demonstrate a high level of accuracy and attention to detail, they will be proactive and demonstrate the ability to engage effectively with customers and internal stakeholders.
Previous experience in Sales Support / Customer onboarding, ideally in the financial services sector is beneficial, but not essential. Much more important is the right attitude, the desire and willingness to learn and being a good team member.,
• Able to demonstrate accuracy and a strong attention to detail
• Proven experience of working proactively and taking initiative
• An ability to work independently as well as part of a team
• Numerate with analytical ability
• Able to engage with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments
• Strong stakeholder management skills, able to develop and maintain relationships both internally and externally
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
• Worked with customers, demonstrating high standards of service and providing excellent customer outcomes
• Previous knowledge and experience of the Financial Services Industry and in similar operational or customer facing role
• Previous knowledge and experience of the Asset Finance industry.
• Good knowledge of Microsoft Products
  
  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 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-Hybrid #LI-CBAFL At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.