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SS&C Technologies

Client Solutions Specialists - IFL

Posted 20 Days Ago
Be an Early Applicant
5 Locations
Entry level
5 Locations
Entry level
As a Client Solutions Specialist, you will assist clients with inquiries related to superannuation, insurance, investments, and pensions, while maintaining service standards and accurate records.
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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:

We’re looking for 24 passionate, client-focused individuals to join our team as Client Solutions Specialists. In this key contact centre role, you’ll be the first point of contact for our clients and financial advisers, delivering outstanding service via phone, email, and web chat. You’ll assist with enquiries related to superannuation, insurance, investments, and pensions, helping our clients navigate their financial journey with confidence and care.

  • Handle inbound calls and emails from clients and financial advisers

  • Provide accurate information and support across superannuation, insurance, investments, and pensions

  • Address enquiries and resolve issues in an efficient and professional manner

  • Maintain accurate and up-to-date records of all client interactions

  • Collaborate with a diverse team to meet and exceed performance targets

  • Uphold the company’s values and ensure high service standards in every interaction

What You Will Bring:

  • Excellent verbal and written communication skills

  • Strong interpersonal skills and a genuine passion for helping others

  • Positive attitude with a commitment to delivering exceptional service

  • Willingness to learn and adapt to new information, systems, and processes

  • Availability to work a rotating roster between 8 am and 8 pm, Monday to Friday

  • Comfortable working in a hybrid model (minimum 2 days in the office per week, with flexibility to do more)

  • Office locations - Docklands (VIC), Parramatta (NSW), Wollongong (NSW), Brisbane (QLD) and Hobart (TAS)

  • No prior financial services experience required — comprehensive training provided

  • A background or interest in superannuation, insurance, investments, and pensions.

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 Services

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