About The Position

At Close Brothers, we seek to recruit individuals from all backgrounds and encourage applications even if you don’t meet every qualification. We celebrate diversity and promote inclusivity. Vacancies are available on a part-time, job-share, or full-time basis, as we understand the best person for the job may not always be available full-time. We aim to facilitate requests wherever possible, and managers will consider them on an individual basis. We are looking for a Portfolio Coordinator, a vital member of the Portfolio Office team, to ensure the effective, efficient, and safe working practices of the Customer Resolutions team are embedded and maintained. This includes ensuring that remediation programmes within the portfolio are delivered safely through robust governance and control structures, supported by effective plans and proactive risk management.

Requirements

  • Proven background in remediation programmes within financial services.
  • Strong stakeholder management skills and proven ability to adapt to changing requirements.
  • Track record in identifying and managing risk.
  • Proven skills in managing incidents through to conclusion.
  • Proven skills in problem-solving, organisation and communication.
  • Knowledge of financial services regulatory agenda.
  • Attention to detail ensuring accuracy, clarity and compliance.
  • Strong understanding of governance frameworks.

Responsibilities

  • Ensuring governance requirements within the Customer Resolutions team are operating effectively and delegated authority is clearly acted upon.
  • Responsible for planning for and facilitating key governance forums both at Remediation Programme & Portfolio level, as appropriate.
  • Ensuring that there is a clear audit trail of actions and decisions, which will stand up to future internal and external scrutiny.
  • Ensuring that various management information and reporting from across the Customer Resolutions Portfolio is tracked, reported, and escalated as appropriate.
  • Ensuring that cross remediation programme learnings, interdependencies, and potential synergies are understood, tracked, and reported.
  • Driving continuous improvement opportunities on governance structure and process, taking into account learnings and best practice to ensure it remains robust and operationally fit for purpose.
  • Ensuring risks and issues are effectively managed and communicated.
  • Supporting the Customer Resolutions Senior Management Team to deliver and track strategic and portfolio level initiatives, ensuring input and support from a wide range of stakeholders both within the team and other functions.
  • Management of Portfolio calendar and mailbox.
  • Assisting with the set up and maintenance of team SharePoint sites/intranet to ensure it is set up for success, drives a positive user experience & maintains appropriate access principles.
  • Build and maintain strong relationships with the Customer Resolution delivery teams as well as cross-functional teams such as Risk, Legal, and Compliance to ensure team success.
  • Work within Customer Resolutions and wider Bank risk and control frameworks to ensure remaining in line with internal standards and regulations.
  • Monitoring risks and issues, escalating promptly as appropriate.
  • Use insights from assurance activities and lessons learned to enhance policies and practices.
  • Adapt policies to address emerging risks, diverse harm scenarios, and evolving regulatory requirements.

Benefits

  • Private medical
  • Discounted health checks
  • Stakeholder pension contribution
  • Cycle to work scheme
  • Gym discounts
  • Purchase additional holiday
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