Customer Service Advisor

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

Overview

SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles.

About the role

If you have a positive, open approach and a passion for delivering exceptional service then come join our team. We are looking for someone that can provide an excellent customer experience by dealing with all inbound calls in a supportive and development-focused working environment.

• Competitive annual salary
• Company pension scheme
• Life Assurance (4 x salary)
• Healthcare
• Flex benefits scheme

Ideally, we would like you to complete first contact resolution, so full training will be provided to support this. You will gain a great insight into this industry, speaking to a wide variety of callers such as clients, IFA’s (Independent Financial Advisors), investors, and other financial institutions.

You will help with a variety of different calls such as account servicing, raising appropriate work, requesting investigations, portfolio valuations, updating customer account details, and dealing with different investment products we work with, such as ISA’s, Unit Trusts, Investment Trusts, and OEIC’s - no two days are the same! This role will also give you a great understanding of different areas of the business and processes across the organisation.

You will be at the heart of our organisation where we love to develop, support, and give full training to our staff, so you must be eager to learn and gain new skills.

The Ideal Candidate

• Good customer focus and complaint handling skills
• Excellent PC & keyboard skills
• Excellent call handling skills with a great telephone manner
• Organisation and time management skills to prioritise workloads
• Analytical, problem-solving, and decision-making skills

EEO Statement / Non-agency Disclosure

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of 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.

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.