Operations Associate - Account Servicing
Department: Operations
Employment Type: Fixed Term Contract
Location: Horsham
Reporting To: Louisa Martin
Description
We are looking for self-motivated individuals with strong problem-solving skills who are familiar with the demands of working in a regulated environment to join our dynamic Operations teams. As an associate in operations, you will collaborate with your team to handle a variety of processes on our retail Investment Platform, including managing client queries, updating and verifying personal information, proactively communicating with custodians and advisor firms, and handling corporate actions.
We offer excellent opportunities for experienced Financial Associates, as well as entry-level roles for those eager to begin their career in financial services.
Key Responsibilities
- Carry out a range of operational administration tasks accurately and efficiently
- Contribute actively in team meetings and share constructive feedback
- Cross‑train across multiple functions and administrative processes to support wider business needs
- Build and maintain a strong understanding of financial services platforms
- Follow processes and guidelines to support good client outcomes
- Research and identify solutions, applying clear and logical thinking to resolve issues
- Check and verify data to ensure accuracy
- Identify exceptions and make the necessary corrections so tasks are completed on time and to a high standard
Skills, Knowledge and Expertise
- Recent graduate or equivalent, with 5 GCSEs including Maths and English
- Minimum of 2 A Levels or equivalent
- Willing to learn and take on new responsibilities
- Strong accuracy and attention to detail
- Able to work independently and within a team
- Confident communicator with good interpersonal skills who takes an active interest in team and business activity and offers support when needed
The base
You’ll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.
We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.
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Operations Associate - Account Servicing in Horsham employer: Benchmark Capital Limited
As a PMO Finance Analyst at our Horsham location, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a commitment to continuous improvement, ensuring that you can develop your skills while making a meaningful impact on strategic investment decisions. Join us to be part of a team that not only values your financial expertise but also fosters an environment where your insights drive real change.
