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Client Solutions Specialist - Super, Investments, Insurance
JuniorMid levelFull-timeHybridSydney NSW, AustraliaWollongong, NSW, AustraliaMelbourne VIC, AustraliaPosted 3 days agoVerified 4 days ago
About the job
This job is about joining SS&C 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 exceptional service and support, helping clients navigate their financial journeys with confidence. The team values collaboration, diversity, and a commitment to high service standards, creating a welcoming environment for everyone.
You'll be responsible for
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Handling inbound calls and emails
Serve as the first point of contact for clients and financial advisers, providing outstanding service.🔹
Providing accurate information and support
Assist clients with enquiries related to superannuation, insurance, investments, and pensions.🗂️
Maintaining accurate records
Keep up-to-date records of all client interactions to ensure efficient service delivery.Key criteria
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Financial services experience
2-3 years of experience in financial services, superannuation, or investments.View
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Communication skills
Excellent verbal and written communication skills for client interactions.View
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Interpersonal skills
Demonstrated ability to build rapport and assist clients effectively.View
