Customer Service Representative
2 months ago
As a Customer Services Associate at SS&C Technologies Holdings, you will be responsible for handling incoming telephone queries from a diverse range of callers, including clients, financial advisors, investors, and other financial institutions.
Key Responsibilities:
- Answering customer calls and responding to account servicing questions
- Actioning appropriate responses, including requesting investigations, providing portfolio valuations, and updating customer account details
- Gaining understanding of business processes and procedures across various areas of the company
- Exhibiting knowledge of investment products, such as ISAs, Unit Trusts, Investment Trusts, and OEICs
Training and Development:
You will receive comprehensive training, lasting up to 12 weeks, which will cover both classroom-based and on-the-phone training. This will equip you with the necessary skills and knowledge to excel in this role.
Ideal Candidate:
- Previous customer service experience, either face-to-face or over the phone
- Excellent customer service skills, including the ability to respond to complex customer queries
- Organizational skills and ability to work independently when required
- Basic computer skills
- Empathy towards clients' needs
- A keenness to pursue a career in the financial services industry
Company Culture:
SS&C Technologies Holdings values diversity and encourages applications from people of all backgrounds. We strive to create a workforce that is diverse in the widest sense.
Background Checks:
All offers of employment are subject to background verification checks, including employment history, proof of eligibility to work in the UK, proof of address, credit check, and criminal record check.
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