Customer Service Associate - Horsham, United Kingdom - Schroders

Schroders

Verified Company

Horsham, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Customer Services Associate

Location:
The Schroders Business Campus, Horsham, West Sussex

Company:
Benchmark Capital

Are you passionate about making a difference in the financial advisory sector and ensuring exceptional client outcomes? Benchmark Capital, a leading provider of regulatory, platform, and investment services, is looking for a dedicated and customer-focused individual to join our team as a Customer Services Associate.

About Us:

At Benchmark, we are committed to supporting financial advisers at every stage of their journey, from establishing and running their businesses more efficiently to accelerating growth and realizing value.

Our award-winning proprietary solutions empower high-quality financial advisers with the tools and support they need to succeed.

Furthermore, our in-house Financial Advice business helps families achieve their financial goals, providing peace of mind through access to top-quality solutions.

We prioritize Treating Customers Fairly principles and ensure that clients' interests are central to our decision-making process.

We take our duty of care seriously, extending our commitment to all clients, including those who may be more vulnerable.

Understanding and confidently articulating various processes related to KYC (Know Your Customer) & Due Diligence, SLA reporting, Client MI Transactions, and Support & Issue Resolution.

Answering customer queries in accordance with established processes and procedures.
Taking ownership of queries and seeing them through to satisfactory resolution.
Gaining and maintaining a deep understanding of platforms within the Financial Services market.
Following procedures and instructions to ensure excellent client outcomes.
Proactively seeking solutions and providing feedback to other departments as needed.
Contributing and participating in team meetings.
Maintaining and improving Customer Satisfaction Survey results against targeted SLAs.

Requirements:

Essential:
Promoter of the Treating Customers Fairly principles and commitment to delivering a duty of care to our clients.
Excellent phone manner and experience dealing with challenging calls.
Willingness to learn and adapt.
Strong attention to detail and accuracy.
Ability to work both as part of a team and autonomously.
Excellent written and oral communication skills.
Organized and diligent with the ability to build rapport quickly.

Preferred:

Experience in the Financial Services industry.
Proficiency in Microsoft Word and Microsoft Excel.

Desired Qualities:

Self-starter with a willingness to learn.
Ability to adapt communication to the audience.
Strong prioritization skills.
Confidence to ask questions and suggest process improvements.
Positive embrace of change and the ability to work efficiently and accurately in a fast-paced environment.
Enthusiastic, energetic, and positive attitude.

Why Benchmark Capital:

At Benchmark, you'll be part of a dynamic team based at our Broadlands Business Campus, offering a unique work environment in the beautiful countryside near Horsham.

Our campus facilities include an on-site restaurant, coffee shop, and gym, providing a great working environment. We also support flexible working arrangements to help you balance your personal and professional commitments.