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Customer Services Associate

1 month ago

Horsham West Sussex, United Kingdom Schroders Recruitment Full time

Join Benchmark Capital as a Customer Services Associate

Please note this role is a 12-month FTC

Location: The Schroders Business Campus, Horsham, West Sussex

Are you passionate about driving impact in the financial advisory sector and ensuring exceptional client outcomes? Benchmark Capital, a premier provider of regulatory, platform, and investment services, seeks a dedicated and customer-centric individual to join us as a Customer Services Associate .

About Us:

At Benchmark, we champion financial advisers through every stage of their journey. Our cutting-edge solutions empower high-quality advisers, enabling efficient business operations and accelerated growth. With an in-house Financial Advice arm, we help families achieve their financial goals, offering top-tier solutions for peace of mind.

We prioritize Treating Customers Fairly principles, making clients' interests central to our decision-making. Our commitment extends to every client, especially those who may be more vulnerable.

Job Description:

As a Customer Service Associate at Benchmark Capital, you'll be the frontline contact for financial advisors and consumers. Your role includes:

· Confidently handling KYC & Due Diligence processes, SLA reporting, Client MI Transactions, and Support & Issue Resolution.

· Addressing queries in line with established processes.

· Taking ownership of queries till resolution.

· Mastering Financial Services market platforms.

· Proactively seeking solutions and offering feedback.

· Contributing in team meetings and ensuring customer satisfaction against SLAs.

Requirements:

· Advocate for Treating Customers Fairly principles.

· Strong phone etiquette and handling challenging calls.

· Willingness to learn and adapt.

· Meticulous attention to detail.

· Ability to work autonomously and in a team.

· Outstanding communication skills, written and oral.

· Organized with rapid rapport-building skills.

Preferred:

· Experience in Financial Services.

· Proficiency in Microsoft Word and Excel.

Desired Qualities:

· Self-starter with a learning mindset.

· Adaptability in communication.

· Excellent prioritization skills.

· Confidence in proposing process improvements.

· Embrace change and thrive in a fast-paced environment.

· Positive, energetic, and proactive attitude.

Why Benchmark Capital:

Join a dynamic team at our Broadlands Business Campus, nestled in the beautiful Horsham countryside. Enjoy on-site facilities including a restaurant, coffee shop, and gym, fostering an excellent work environment. We support flexible working arrangements for your work-life balance.

If you're passionate about elevating financial advisers' success and meeting client needs, be part of Benchmark Financial Solutions. Apply today and contribute to our mission of delivering exceptional financial services and support.

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For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA):
SIMNA endeavors to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the SIMNA HR Team at SchrodersUSRecruitment@Schroders.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA’s EEO POLICY STATEMENT . If you’d like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .

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