Customer Services Associate

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Our call handlers are responsible for answering incoming telephone queries form a wide variety of callers such as clients, IFAs (Independent Financial Advisors), investors and other financial institutions. You will accept account servicing questions on the phone and action the appropriate response, whether to request investigations, give portfolio valuations or update customer account details.

Within this role you will gain understanding of the processes and procedures across many different areas of the business and be able to exhibit understanding of the different investment products we work with, such as ISAs, Unit Trusts, Investment Trusts and OEICs.

We provide a comprehensive training course, which can last up to 12 weeks, and is a mix of classroom-based and on the phone training. This will provide you with all the support & learning you need to be able to excel in this role.

Ideal Candidate
 

Whether you have experience working in bars & restaurants, hotels, clubs or cinemas, we value above all else the level of customer service you're able to afford our customers, be that experience face to face, or over the phone.

The ideal candidate

• Customer services experience, either face to face or over the phone
• Excellent customer service skills, including the ability to learn how to respond to complex customer queries
• Organised and able to work on own initiative when required
• Basic computer skills
• Empathy towards our clients' needs
• A keenness to make a career in the financial services industry

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring diversity of perspective to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

All offers of employment at SS&C are subject to background verification checks, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check. The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.

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.

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.