4 часа назад
Client Support Representative (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Support Representative (Financial Services): Processing and authorising client account transactions, including complex and non-standard requests, while resolving queries and meeting service levels. Focus on accurate transaction handling, supporting vulnerable clients, applying financial authority limits, and improving service processes.
Location: Burnley, UK; office-based
Company
SS&C is a financial services and healthcare technology company headquartered in Windsor, Connecticut, with more than 27,000 employees across 35 countries.
What you will do
- Provide client service by processing and authorising account transactions within agreed service levels and financial authority limits.
- Handle complex, non-standard, and manual transactions and calculations accurately.
- Contact account holders by telephone, email, or letter to resolve queries and obtain information.
- Manage client expectations and account for individual vulnerability needs.
- Support service and process improvement initiatives and assist the management team when required.
- Maintain knowledge of products, processes, and regulations while meeting performance and personal development goals.
Requirements
- Prior client or account handling experience.
- Previous experience in financial services.
- Attention to detail and comfort working with data.
- Good keyboard skills and familiarity with Microsoft Word and Excel.
- Strong telephone manner, organisation, time management, communication, analytical, problem-solving, decision-making, and mathematical reasoning skills.
- Proof of eligibility to work in the hiring location and successful completion of required background checks.
Culture & Benefits
- Permanent employment with full training and opportunities for skills development.
- Flexible holiday allowance.
- Competitive pension scheme, life assurance, and single-person healthcare.
- Onsite kitchen breakout area, multi-faith room, and free parking.
- Discounts at selected retailers and restaurants.
Hiring process
- Applications are accepted on an ongoing basis until the position is filled.
- Offers are subject to background verification, including employment history, proof of address, credit, and criminal record checks where permitted by law.
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