Account Manager

Close Brothers Group

  • Glasgow
  • Permanent
  • Full-time
  • 1 month ago
OVERALL 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 Close Brothers Asset Finance team where you will process new transactions across key accounts, optimising those relationships and building on existing business for our Transport Division in Glasgow.Working closely with the Sales and Customer Relations Teams, you will complete your own customer onboarding and assist the wider sales team with other new business administration and initiatives.Our ideal new team member will have relevant experience within sales and/or customer service, with a track record of building effective working relationships and capitalising on their potential opportunities. They will be highly organised with strong initiative and excellent communication and problem-solving skills.RESPONSIBILITIES
  • Develop and maintain relationships with existing customers via telephone, emails, and on occasion face to face meetings.
  • Proactively assist the Business Development team with the administration on transactions as required, including Salesforce and Originate data entry, working on proposals, generating paperwork, liaising with the customer and supplier, managing novation's and transfers
  • Develop strong understanding of products offered by Close Asset Finance
  • Develop sector-specific knowledge, gathering market data and customer information.
  • Proactively working with introducers, acting as the first point of contact on new proposals for new and existing customers
  • Effective planning and organising of time and tasks to ensure that the sales pipeline is well maintained.
  • Make accurate, rapid quotations and provide customers with the relevant information to assist with closing the deal.
  • Ensure all work is line with regulatory requirements, company procedure and culture.
WE WOULD LOVE TO HEAR FROM YOU IF HAVE:
  • The ability to work independently as well as part of a team.
  • Proven experience of working proactively and taking initiative
  • Numerate with analytical ability and ability to price and structure deals and proposals
  • Excellent communication skills both written and verbal, ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments
  • Strong interpersonal skills, quick to develop and maintain relationship both internally and externally
  • Proven ability to work accurately and under set deadlines
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
  • Prior experience and knowledge of the Transport sector
  • Experience within the financial service sector
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 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.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-CBAFL #LI-onsiteAt 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.

Close Brothers Group