SS&C Technologies
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Client Solutions Specialist - Super, Insurance

JuniorMid levelFull-timeHybridSydney NSW, AustraliaWollongong, NSW, AustraliaHobart TAS 7000, AustraliaMelbourne VIC, AustraliaPosted 20 hours agoVerified 4 days ago
Pending fitX of Y criteria met

About the job

This job is about becoming a Client Solutions Specialist at SS&C, 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 and aims to exceed performance targets while upholding high service standards.

You'll be responsible for

📞

Handling client inquiries

Handling inbound calls and emails from clients and financial advisers, providing accurate information and support.
🛠️

Resolving issues

Addressing enquiries and resolving issues in an efficient and professional manner.
📚

Maintaining records

Maintaining accurate and up-to-date records of all client interactions.

Key criteria

📞

Client communication experience

2-3 years of experience in client communication roles.

View

💼

Financial services knowledge

Experience in superannuation, insurance, or investments.

View

📝

Record-keeping skills

Proven ability to maintain accurate client interaction records.

View

Meet the team

About the company

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View your fit

3 criteria for this job
Client communication experience
2-3 years of experience in client communication roles.

View

Financial services knowledge
Experience in superannuation, insurance, or investments.

View

Record-keeping skills
Proven ability to maintain accurate client interaction records.

View

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