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Client Solutions Specialist
JuniorFull-timeHybridSydney NSW, AustraliaWollongong, NSW, AustraliaPosted 1 month agoVerified 1 month ago
About the job
This job is about joining SS&C Technologies as a Client Solutions Specialist, where you will be the first point of contact for clients and financial advisers. Your role is crucial in delivering outstanding service and helping clients navigate their financial journey with confidence. The team values collaboration, diversity, and a commitment to high service standards, creating a supportive environment for everyone.
You'll be responsible for
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Handling inbound calls and emails
Being the first point of contact for clients and financial advisers, providing outstanding service and support.🔹
Providing accurate information and support
Assisting clients with enquiries related to superannuation, insurance, investments, and pensions.🗂️
Maintaining accurate records
Keeping up-to-date records of all client interactions to ensure efficient service delivery.Key criteria
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Communication skills
Demonstrated verbal and written communication skills are essential.View
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Interpersonal skills
Strong interpersonal skills to foster client relationships matter.View
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Adaptability
Willingness to learn and adapt to new systems is crucial.View
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