Complaints Handler

3 weeks ago


County Stirling, United Kingdom SS&C Technologies Full time

SS&C is a global provider of investment, 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 27,000+ 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.


The Complaints Team oversees the administration of all complaints received by SS&C for their client. These are resolved by telephone, email or letter, whilst staying within set timescales. A fast paced environment whilst working in a team who take pride in providing first class customer service creating lasting and trusting relationships. At SS&C we handle complaints relating to Investment products including; Unit Trusts, Investment Trusts, ISAs, Pensions and Insurance Products across a number of different systems.


Your primary role will be to investigate, accurately review and resolve customer complaints using your strong resolution and negotiation skills. We are looking for individuals who like to take ownership of the complaint process ensuring they take responsibility from start to finish.


  • Researching and resolving complaint cases through analysis of all facts and related documentation and appropriately partnering with internal and external partners to source information
  • Producing written communications that are accurate, concise, well organized and informative
  • Demonstrating knowledge of FCA complaints rules (DISP) and internal and industry requirements for handling and reporting complaints
  • Actively engaging in improving client experiences through quality feedback
  • Responding promptly to requests for information and managing individual case load within agreed service levels
  • Discussing your findings on the phone with the customer to agree resolution before providing a Final Response Letter


The Ideal Candidate


  • You will be a customer focused individual who enjoys communicating effectively with customers and colleagues alike
  • You will be a proven problem solver and decision maker who enjoys doing this and is not afraid to overcome objections that might arise
  • Due to the nature of the role, you will require experience within financial services and/or complaints handling
  • You will have a pro-active approach and a friendly, empathetic phone manner
  • You will have an excellent eye for detail and ability to work under pressure within tight timescales
  • You will be organized to allow you to effectively manage different cases with competing priorities


We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of 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.


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


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