Senior Client Solutions Representative

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and midmarket firms rely on SS&C for expertise scale and technology.

Job Description

Get To Know Us:

SS&C Technologies is the worlds largest independent hedge fund and private equity administrator as well as the largest mutual fund transfer agency. SS&Cs unique business model combines endtoend 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 & Salary Continuance

• Work/Life Balance: FlexibleTimeOff

• 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: HandsOn TeamCustomised including SS&C University

• Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

As a Senior Client Solutions Representative (CSR) you will be a key point of contact and representative of the organisation delivering highquality service to Custodians Fund Managers Advisers and Investors via phone and written correspondence. Youll manage daytoday reporting requests respond to client queries within agreed SLAs and oversee designated client mailboxes.

In this role you will lead service delivery for an assigned client portfolio ensuring excellence across all client touchpointsincluding investor adviser and fund manager interactions. Youll apply your growing technical expertise to assess issues provide recommendations and drive improvements while also supporting and guiding less experienced team members and identifying opportunities to enhance processes.

• Facilitate daily managed fund transaction processing for Fund Managers Investors and Advisers.

• Deliver proactive customerfocused solutions that enhance client experience.

• Serve as a seniorlevel support representative handling moderately complex tasks with independent judgment.

• Manage and resolve client queries and escalations promptly and professionally.

• Provide guidance support and mentorship to junior client service team members.

• Respond to and resolve inbound client phone enquiries efficiently.

• Ensure timely resolution of internal and external queries and escalations in line with agreed SLAs.

• Maintain direct communication with Fund Managers Investors and Advisers to support ongoing service delivery.

• Monitor and action requests in client mailboxes and workflow systems to ensure nothing is missed.

• Liaise with clients and advisers to complete service and processing requests within established timeframes.

What You Will Bring:

• Selfmotivated and proactive with the ability to manage competing priorities and deliver results within tight deadlines

• Strong analytical and problemsolving skills; evaluates alternatives and applies innovative practical solutions

• Excellent verbal and written communication skills with a customercentric approach

• Proven ability to manage client requests and deliver outcomes aligned with service standards

• Proficient in Microsoft Office Suite with the ability to produce highquality documentation and analysis

• Exceptional attention to detail and accuracy in all aspects of work

• Positive cando attitude with the ability to thrive in a fastpaced highperformance environment

• Solid understanding of AML/KYC requirements and compliance principles

• Experience resolving investor and adviser queries with professionalism and efficiency

• Background in Funds Management Unit Registry or Superannuation Administration (preferred)

• Prior experience in Operations or Client Service roles within financial services (preferred)

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. Its 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 @ 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 feebased 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.