Client Solutions Representative

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.

Why You Will Love It Here
- Flexibility: Hybrid Work Model
- 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:
As a Client Solutions Representative (CSR), you will be the face of our organization, delivering high-quality service to Custodians, Fund Managers, Advisers, and Investors through both phone and written correspondence. Your role will involve managing daily reporting requests, responding to client inquiries within agreed Service Level Agreements (SLAs), and overseeing assigned client mailboxes to ensure seamless communication.

Key responsibilities include actively monitoring and addressing client service inquiries, ensuring prompt and accurate responses, and identifying and escalating any issues to the Client Service Manager (CSM) or Management as needed. You will also play a critical role in building and maintaining strong relationships with clients and stakeholders, ensuring their expectations are consistently met or exceeded.

In this role, you will develop a strong functional knowledge of our services, allowing you to assess issues effectively and recommend solutions. Over time, you will also be expected to provide guidance to less experienced team members and contribute to process improvements by recommending new procedures.
- Please note: This is a 12 Months Matt Leave Fixed Term Contract to start ASAP_
- Assist Fund Managers, Investors, and Advisors in facilitating the smooth processing of daily managed fund transactions.
- Provide proactive, innovative solutions to enhance customer experience and operational efficiency.
- Serve as a senior-level support representative, handling moderate to complex tasks that require independent judgment.
- Manage and resolve client queries and escalations, ensuring timely and accurate responses.
- Handle inbound client phone inquiries, delivering high-quality service and support.
- Ensure the resolution of queries and escalations within agreed internal and external timeframes.
- Act as a key point of contact for Fund Managers, Investors, and Advisors, fostering strong relationships.
- Monitor and manage client queries through mailboxes and workflow systems to ensure seamless operations.
- Collaborate with Advisors and Clients to fulfil service and processing requests within established Service Level Agreements (SLAs).

What You Will Bring:

- Strong ability to work independently and proactively, managing workload effectively while prioritizing multiple requests in a fast-paced environment.
- Excellent analytical and problem-solving skills, with a proactive approach to identifying issues, evaluating alternatives, and implementing innovative solutions.
- Exceptional written and verbal communication skills, ensuring clear and professional interactions with clients and stakeholders.
- Proven track record of managing client requests, driving solutions, and delivering results within agreed timeframes.
- Proficiency in Microsoft Office Suite, with the ability to efficiently navigate and utilize various tools.
- High attention to detail and accuracy, ensuring precision in all tasks and processes.
- Proactive, can-do mindset, with the ability to adapt and thrive in a dynamic, high-performance environment.
- Strong knowledge and experience with AML/KYC principles, ensuring compliance with regulatory requirements.
- Experience in resolving Investor and Adviser queries, demonstrating excellent customer service and problem-resolution skills.
- Preferred experience in Funds Management, Unit Registry, or Superannuation Administration, with an understanding of industry processes.
- Previous experience in Operations or Client Service roles is advantageous.


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, re