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    Customer Service Representative - United Kingdom - Schroders

    Schroders
    Schroders United Kingdom

    Found in: Jooble UK O C2 - 6 days ago

    Default job background
    Part time
    Description
    Join Benchmark Capital as a Customer Services Associate
    Please note this role is a 12-month FTC


    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 .

    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.

    As a Customer Service Associate at Benchmark Capital, you'll be the frontline contact for financial advisors and consumers. Confidently handling KYC & Due Diligence processes, SLA reporting, Client MI Transactions, and Support & Issue Resolution.
    Mastering Financial Services market platforms.
    Strong phone etiquette and handling challenging calls.
    Organized with rapid rapport-building skills.
    Experience in Financial Services.
    Proficiency in Microsoft Word and Excel.


    Desired Qualities:
    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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