Benchmark Capital · 2 days ago
Customer Services Associate
Horsham
Full-time
Hybrid
New Grad, Entry LevelBenchmark Capital is one of the UK’s leading financial planning businesses, aiming to help clients achieve peace of mind through their technology-led platform. As a Customer Service Associate, you will provide exceptional service and support to financial advisers and end consumers, handling queries via phone, email, and case management to ensure timely and accurate resolutions.
AdviceImpact InvestingReal Estate Investment
Responsibilities
Act as the first point of contact for adviser and client queries via phone, email, and case management
Understand and confidently articulate processes related to KYC, due diligence, SLA reporting, client MI, and issue resolution
Take ownership of queries through to satisfactory resolution
Gain and maintain a strong understanding of financial platforms and market trends
Review data for accuracy and provide proactive feedback to improve client outcomes
Contribute to team meetings and support continuous improvement initiatives
Maintain and improve customer satisfaction scores against targeted SLAs
Qualification
Required
Excellent phone manner and ability to handle challenging calls
Strong communication skills (written and verbal) and ability to build rapport quickly
Organised, detail-oriented, and able to prioritise effectively in a fast-paced environment
Minimum 5 GCSEs including Maths and English, and 2 A-Levels (or equivalent)
Confident user of Microsoft Word and Excel
Preferred
Financial services industry experience
Familiarity with CRM systems (Salesforce desirable)
Benefits
On-site restaurant
Coffee shop
Gym
Company
Benchmark Capital
Benchmark Capital is a fund manager and advisory firm.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Alexander Bright
Partner
Sam Simmons
Partner
Recent News
Cyprus Mail
2026-01-03
2025-12-31
2025-12-31
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