SS&C Technologies
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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
Pending fitX of Y criteria met

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

📞

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

📊

Financial services experience

2-3 years of experience in financial services, superannuation, or investments.

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🗣️

Communication skills

Excellent verbal and written communication skills for client interactions.

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🤝

Interpersonal skills

Demonstrated ability to build rapport and assist clients effectively.

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Meet the team

About the company

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3 criteria for this job
Financial services experience
2-3 years of experience in financial services, superannuation, or investments.

View

Communication skills
Excellent verbal and written communication skills for client interactions.

View

Interpersonal skills
Demonstrated ability to build rapport and assist clients effectively.

View

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