Wealth Platform Customer Services Specialist (Financial Services)

Location: Basildon, United Kingdom

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, including investment and wealth management platforms.

What you will do

• Provide customer service to internal and external customers through inbound calls, outbound calls, email, and support tickets.
• Deliver accurate, efficient, and professional assistance while meeting service-level agreements and key performance indicators.
• Develop knowledge of client profiles, products, and SS&C Hubwise platform services.
• Capture additional information, respond to feedback, and use service issues to improve processes and procedures.
• Participate in team meetings, scrums, change initiatives, and continuous service improvement activities.
• Support platform operations, stakeholder collaboration, regulatory controls, and escalation of potential breaches.

Requirements

• Strong written and verbal communication skills.
• Good working knowledge of SS&C Hubwise products and services.
• Ability to work independently and collaboratively while managing time and deadlines effectively.
• Commitment to customer service, accuracy, quality, integrity, and continuous improvement.
• Proof of eligibility to work in the United Kingdom hiring location is required.
• Ability to complete background verification, including employment history, proof of address, credit, and criminal record checks where permitted by law.

Culture & Benefits

• Customer-first environment focused on quality, professionalism, and operational excellence.
• Regular team meetings, scrums, feedback, and collaboration with internal and external stakeholders.
• Opportunities to contribute to system enhancements, procedural improvements, and personal development.
• Commitment to diversity, inclusion, equal employment opportunity, and respectful workplace conduct.
• Applications remain open on an ongoing basis until the position is filled.