Client Services Officer

3 weeks ago

Newcastle, New South Wales, Australia SS&C Technologies Full time

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

Get To Know Us:

SS&C GIDS provides information processing and computer software services and products. The Company's operating segments include financial markets, customer management, professional services, and output solutions. SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries.

Industry experience is desirable; however, on-the-job training can be provided for motivated candidates interested in software and finance. Apply if this sounds like you

Why You Will Love It Here

  • Flexibility: Hybrid Work Model - Murarrie location, relocating to Brisbane CBD in May-July 2025 or Newcastle location
  • Your Future: Income Protection Insurance
  • Work/Life Balance: Generous Bereavement & Compassionate leave
  • Your Wellbeing: Private Health Insurance discount, Paid Parental leave, Death & TPD Insurance
  • Diversity & Inclusion: Committed to welcoming and celebrating diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel, and more

What You Will Do:

The Client Services Officer ensures all team tasks and inquiries are completed accurately and timely, providing exceptional client service to superannuation members, advisers, employers, trustees, and promoters through professional communication via phone, email, and written correspondence.

  • Create and maintain member accounts for accumulation and pension, including sending welcome packs.
  • Respond promptly and accurately to client emails and calls.
  • Process rollovers and benefit payments, ensuring compliance with trustee requirements and conditions of release.
  • Handle insurance applications, claims, and commission payments.
  • Maintain member accounts, ensuring compliance with legislative requirements (e.g., Privacy Act, AML, SIS Act).
  • Report issues to management and complete additional tasks as directed.

What You Will Bring:

  • Effective planning and organization skills to meet deadlines.
  • Strong teamwork and collaboration abilities.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Excel and Word.
  • Experience in customer service or administrative roles.
  • Familiarity with superannuation and related legislation (desirable).
  • Experience in financial services (desirable).
  • Relevant qualifications in superannuation, finance, or related fields (desirable).

We encourage applications from diverse backgrounds to bring varied perspectives. We value a workforce that is inclusive and diverse.

Thank you for your interest To explore this opportunity further, please apply directly through our Careers page at www.ssctech.com/careers.

Note: SS&C Technologies will not accept unsolicited resumes from recruiters or agencies unless explicitly agreed upon.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate based on race, color, religion, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other protected classification.

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