SS&C Technologies1 follower24 jobs

Client Solutions Specialist

JuniorFull-timeHybridSydney NSW, AustraliaWollongong, NSW, AustraliaPosted 2 days agoVerified 6 days ago
Pending fitX of Y criteria met

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

📞

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

🗣️

Communication skills

Demonstrated verbal and written communication skills are essential.

View

🤝

Interpersonal skills

Strong interpersonal skills to foster client relationships matter.

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💡

Adaptability

Willingness to learn and adapt to new systems is crucial.

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View more

Meet the team

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4 criteria for this job
Communication skills
Demonstrated verbal and written communication skills are essential.

View

Interpersonal skills
Strong interpersonal skills to foster client relationships matter.

View

Adaptability
Willingness to learn and adapt to new systems is crucial.

View

Client support experience
Experience handling client inquiries via phone and email is valuable.

View

A meaningful career starts with a match

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