Customer Services Associate

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., 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.

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.

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.

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.