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Senior Client Services Officer
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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 Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C's unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.
Why You Will Love It Here
- Flexibility: Hybrid Work Model
- Your Future: Income Protection Insurance
- Work/Life Balance: Flexible Time Off
- 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-Customised, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more
What You Will Get To Do:
The Senior Client Services Specialist is responsible for processing superannuation administration activities and providing expert support to the leadership team. This includes managing all insurance-related activities such as claims, benefit payments for claims, and hardship assessments. The role also encompasses quality checking, timely record keeping, and maintaining procedural documentation, with the goal of developing into a subject matter expert.
- Manage and process superannuation administration work items end-to-end, including customer liaison via phone and email.
- Contribute to basic project work to support the leadership team.
- Liaise with advisors, solicitors, promoters, trustees, members, and peers to achieve optimal outcomes for clients.
- Catalogue and organise records for reference, auditing, and reporting purposes.
- Document process steps for all activity types, including checklists and processing milestones.
- Perform quality and peer checks at a senior level.
- Report monthly on work volumes, SLA adherence, and systemic issues across all activities.
- Identify and escalate issues to the appropriate manager.
- Provide backup support as required.
- Carry out other duties as directed by the Client Services Manager.
What You Will Bring:
- Ability to work at a computer for at least 90% of a 7.5-hour workday, five days a week (or pro-rated for part-time employees).
- Strong planning and organisational skills with the ability to meet deadlines.
- Collaborative mindset with the ability to work effectively as part of a team.
- Excellent verbal and written communication skills, with the ability to engage clearly with all key stakeholders.
- Proficiency in creating and maintaining Microsoft Excel worksheets.
- Proficiency in creating and maintaining Microsoft Word documents.
- Previous experience in a customer service or dispute resolution environment.
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 @
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.
