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

Client Solutions Representative

Locations: Melbourne/Sydney | Hybrid

Get To Know Us:
SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

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:
The Client Solutions Representative is responsible for the provision of high-quality Custodian, Fund Manager, Adviser and Investor service delivery via phone and written correspondence and acts as an ambassador and face of the organization.

This role is responsible for completing day-to-day processing requests and responding to client queries within the agreed SLA and for managing allocated client mailboxes.
- Client queries and escalation resolution
- Receiving and resolving client phone queries
- Resolution of queries/escalations in line with agreed timeframes (Internal and External).
- Direct Contact with Fund Managers, Investors and Advisors
- Monitor and resolve queries in Client Mailbox and Workflow Systems
- Liaise with Advisors and clients to fulfil service and processing requests within SLA’s

Skills and Competencies
- Client focus: communicate professionally and proactively, sees issues from customer’s perspective with excellent interpersonal skills
- Workload management: capable of working independently and proactively, prioritizing multiple requests, timely completion of responsibilities and projects, adapting to changing priorities
- Analysis/problem solving skills thoroughly thinks out and evaluates alternatives, innovative problem resolution, pro-active approach, initiative to resolve problems
- Communication skills: excellent written and verbal communication, organized thought processes, polite and respectful of others
- Judgement: makes appropriate and sound decisions after weighing alternatives; follows policies and procedures; thoughtful consideration for other’s opinions; logical
- Innovation: generates and explores different, imaginative or unique approaches to solve client issues; thinks outside the box
- Client management: Proven capability to Manage Client Requests and drive to agreed outcomes
- Accuracy: High level of accuracy and attention to detail
- Proficient in Microsoft office suite
- Living our core corporate values of excellence/client focus, integrity & respect, teamwork

What You Will Bring:

- 5 years + experience in the financial services industry
- Experience in Operations/Client Service Areas within Funds Management with a portfolio of clients
- Knowledge and experience with AML/KYC
- Investor/Adviser query resolution experience


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.