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SS&C Technologies

Client Hardship Specialist

Posted 17 Days Ago
Be an Early Applicant
In-Office
Sydney, New South Wales
Junior
In-Office
Sydney, New South Wales
Junior
The Client Hardship Specialist manages financial hardship cases, ensuring effective communication and service delivery to members, stakeholders, and teams.
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As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Get To Know Us:

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries. 

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model

  • Your Future: Income Protection Insurance & Salary Continuance

  • Work/Life Balance: Flexible Time Off

  • Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance

  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

  • Training: Hands-On, Team-Customised, including SS&C University

  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

The Client Hardship Specialist provides high-quality, end-to-end support to members experiencing financial hardship. They manage a dedicated portfolio and are responsible for processing financial hardship and compassionate grounds withdrawals, ensuring all related tasks are completed accurately and efficiently. The role requires strong relationship management and communication skills, with a proactive approach to problem-solving, issue escalation, and stakeholder engagement to deliver timely and effective outcomes.

  • Actively manage end-to-end service delivery for all stakeholders, including internal teams (complaints, trustees, legal, product) and external parties (legal representatives, regulators, members, etc.).

  • Demonstrate Insignia's purpose—understand me, look after me, and secure my future—in every member interaction.

  • Manage member requests from start to finish, including both inbound and outbound phone communication.

  • Collaborate effectively with internal stakeholders (e.g., product, legal, trustees) and external stakeholders (e.g., advisers, legal representatives) to ensure accurate, timely outcomes in the best interests of members and Insignia.

  • Align with all stakeholders on shared deadlines and deliverables.

  • Maintain individual workflow to meet service level agreements.

  • Ensure stakeholders clearly understand their responsibilities and deliverables.

  • Manage pending volumes to achieve efficiency targets, with a focus on reducing 'average days in pend' and 'pend over 30 days'.

  • Proactively manage a portfolio of cases to deliver efficient, high-quality service.

  • Provide personalised updates to members, keeping them informed on the progress of their requests.

  • Ensure all written correspondence is clear, accurate, and meets Insignia standards.

  • Support the broader Insurance Operations team as needed.

  • Contribute ideas to improve systems and processes that enhance processing times and the overall member experience.

What You Will Bring:

  • 1–2 years’ experience in superannuation or a similar role

  • Strong knowledge of superannuation processes, legislation, and product types

  • Skilled in financial hardship and compassionate grounds assessments

  • Proficient in multiple registry systems and process navigation

  • Familiar with insurance types and claims, PYS & PMIF legislation, fraud prevention, Family Law, and ATO/Centrelink compliance

  • Maintains SME-level knowledge of products, systems, and industry changes

  • Calm, resilient, and positive under pressure

  • Strong team support and collaboration skills

  • RG146 certified or willing to undertake.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Top Skills

Financial Hardship Assessment
Legislation
Registry Systems
Superannuation Processes

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