Customer Services Associate
2 weeks ago
**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.
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**:
- Essential:_
- 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.
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