1 день назад
Client Solutions Specialist - Front Line (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Solutions Specialist - Front Line (Financial Services): Providing first-line support to clients and financial advisers across superannuation, insurance, investments, and pensions with an accent on phone, email, and web chat service. Focus on resolving enquiries efficiently, maintaining accurate client records, and meeting service performance targets in a hybrid contact centre environment.
Location: Hybrid role based at 3 Parramatta Square in Parramatta, Australia, with a minimum of 2 office days per week.
Company
SS&C Technologies provides financial services and healthcare technology, operations expertise, and proprietary software to organizations worldwide.
What you will do
- Handle inbound calls and emails from clients and financial advisers.
- Provide accurate support on superannuation, insurance, investments, and pensions.
- Resolve client enquiries and issues efficiently and professionally.
- Maintain accurate records of client interactions.
- Collaborate with a diverse team to meet performance targets and service standards.
Requirements
- Excellent verbal and written communication skills.
- Strong interpersonal skills and a genuine interest in helping others.
- Willingness to learn and adapt to new information, systems, and processes.
- Availability for a rotating Monday-to-Friday roster between 8:00 am and 8:00 pm.
- Availability to start in late September 2026.
- No prior financial services experience is required; comprehensive training is provided.
Nice to have
- Background or interest in superannuation, insurance, investments, and pensions.
Culture & Benefits
- Hybrid work model with flexibility to work more than two days per week in the office.
- Income protection, private health insurance discounts, and death and total permanent disability insurance.
- Flexible time off and paid primary and secondary parental leave.
- Hands-on, team-customised training through SS&C University.
- Fitness club, travel, and other discounts.
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