Client Hardship Specialist
Client Hardship Specialist
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Job Description
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 mid-market 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 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 & 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: Hands-On Team-Customised including SS&C University
Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
The Client Hardship Specialist provides high-quality end-to-end support to members experiencing financial hardship. They manage a dedicated portfolio and are responsible for processing financial hardship and compassionate grounds withdrawals ensuring all related tasks are completed accurately and efficiently. The role requires strong relationship management and communication skills with a proactive approach to problem-solving issue escalation and stakeholder engagement to deliver timely and effective outcomes.
Actively manage end-to-end service delivery for all stakeholders including internal teams (complaints trustees legal product) and external parties (legal representatives regulators members etc.).
Demonstrate Insignias purposeunderstand me look after me and secure my futurein every member interaction.
Manage member requests from start to finish including both inbound and outbound phone communication.
Collaborate effectively with internal stakeholders (e.g. product legal trustees) and external stakeholders (e.g. advisers legal representatives) to ensure accurate timely outcomes in the best interests of members and Insignia.
Align with all stakeholders on shared deadlines and deliverables.
Maintain individual workflow to meet service level agreements.
Ensure stakeholders clearly understand their responsibilities and deliverables.
Manage pending volumes to achieve efficiency targets with a focus on reducing average days in pend and pend over 30 days.
Proactively manage a portfolio of cases to deliver efficient high-quality service.
Provide personalised updates to members keeping them informed on the progress of their requests.
Ensure all written correspondence is clear accurate and meets Insignia standards.
Support the broader Insurance Operations team as needed.
Contribute ideas to improve systems and processes that enhance processing times and the overall member experience.
What You Will Bring:
12 years experience in superannuation or a similar role
Strong knowledge of superannuation processes legislation and product types
Skilled in financial hardship and compassionate grounds assessments
Proficient in multiple registry systems and process navigation
Familiar with insurance types and claims PYS & PMIF legislation fraud prevention Family Law and ATO/Centrelink compliance
Maintains SME-level knowledge of products systems and industry changes
Calm resilient and positive under pressure
Strong team support and collaboration skills
RG146 certified or willing to undertake.
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 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
