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4 часа назад

Client Support Representative (Financial Services)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
UK/US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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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