Client Services Officer

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 candidates motivated to explore a future in software and finance. Apply if you feel 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 & Salary Continuance
• Work/Life Balance: Generous Bereavement & Compassionate leave
• Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more

What You Will Get To Do:

The Client Services Officer plays a key role in ensuring all tasks and inquiries received by the team are completed with precision and within the timeframes outlined in our client administration agreements.

This role focuses on delivering exceptional client service to superannuation members, advisers, employers, trustees, and promoters through professional and timely communication across telephone, email, and written correspondence.

• Create and maintain member accounts for accumulation and pension, including sending welcome packs.
• Respond promptly and accurately to emails and calls from members, advisers, employers, trustees, and promoters, delivering high-quality service.
• Process rollovers and benefit payment requests, ensuring compliance with trustee requirements and conditions of release.
• Handle insurance applications, claims, and commission payments for members/advisers.
• Maintain member accounts and ensure all work meets legislative requirements (e.g., Privacy Act, AML, SIS Act).
• Report issues to management and complete additional tasks as directed by the Client Services Manager.

What You Will Bring:

• Ability to plan and organize work effectively to meet deadlines.
• Strong teamwork skills with the ability to interact and collaborate within a team environment.
• Proficient verbal and written communication skills for clear interaction with key stakeholders.
• Competence in producing and maintaining Microsoft Excel worksheets and Word documents.
• Experience in customer service or administrative roles.
• Familiarity with the superannuation industry and related legislation (desirable).
• Experience in the financial services industry (desirable).
• Relevant qualifications (certificate level or higher) in superannuation, finance, or a related field (desirable).

We encourage applications from people of all backgrounds to enable us to bring diverse 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.

Thank you for your interest in SS&C If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

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.