Investment Services Advisor

2 weeks ago


Burnley, Lancashire, United Kingdom SS&C Full time

About Us

At SS&C, we pride ourselves on delivering exceptional customer service and building strong relationships with our clients. Our Call Centre is the heart of our business, and we're looking for talented individuals to join our team.

The Role

We're seeking a skilled Customer Service Representative to join our team. As a key member of our Client Services Voice team, you'll be responsible for answering incoming telephone queries from a wide range of clients, including investors, financial institutions, and independent financial advisors.

Key Responsibilities

  • Respond to customer inquiries and resolve issues in a timely and professional manner
  • Provide accurate and up-to-date information on our investment products, including ISAs, Unit Trusts, Investment Trusts, and OEICs
  • Work closely with internal teams to investigate and resolve complex customer queries
  • Develop a deep understanding of our business processes and procedures
  • Participate in comprehensive training programs to enhance your skills and knowledge

Requirements

  • Excellent customer service skills, with the ability to learn and adapt to complex customer queries
  • Organizational skills and ability to work independently
  • Basic computer skills and proficiency in using software applications
  • Empathy and understanding of client needs
  • A keenness to make a career in the financial services industry

What We Offer

We're committed to creating a diverse and inclusive workplace, and we welcome applications from individuals from all backgrounds. As a valued member of our team, you'll have access to comprehensive training and development opportunities, as well as a competitive salary and benefits package.

Background Checks

All offers of employment at SS&C 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. The accuracy of all information submitted as part of your application is vital and may be used as part of the background checking process.



  • Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time

    Join Our Team as a Financial AdvisorAre you dedicated to guiding individuals towards their financial aspirations? Do you possess a strong history of delivering reliable and principled advice to clients? If so, you may be an ideal candidate for our client.About Our Client: Our client is a premier wealth management firm that provides extensive financial...


  • Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time

    Join Our Team as a Financial AdvisorAre you dedicated to guiding individuals towards their financial aspirations? Do you possess a strong history of delivering trustworthy and principled advice to clients? If this resonates with you, consider the opportunity with The Integrated Talent Partnership.About the Company:Our client is a distinguished wealth...


  • Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time £40,000

    Join a Leading Wealth Management Firm Are you dedicated to guiding individuals and families in achieving their financial aspirations? The Integrated Talent Partnership is seeking a Financial Advisor who will play a pivotal role in delivering tailored financial strategies and investment advice. Key Responsibilities: Develop personalized financial plans that...


  • Burnley, Lancashire, United Kingdom SS&C Full time

    About Us At SS&C, we pride ourselves on delivering exceptional customer service and building strong relationships with our clients. Our Call Centre is the heart of our business, and we're looking for talented individuals to join our team. The Role We're seeking a Customer Service Advisor to join our team, responsible for answering incoming telephone queries...


  • Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time

    Join Our Team as a Financial AdvisorAre you dedicated to guiding individuals and families towards their financial aspirations? Do you possess a strong history of delivering trustworthy and principled advice? If this resonates with you, consider a role with The Integrated Talent Partnership.About the Company:The Integrated Talent Partnership is a premier...

  • Client Wealth Advisor

    1 month ago


    Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time

    Join Our Team as a Financial AdvisorAre you dedicated to guiding individuals towards their financial aspirations? Do you possess a strong history of delivering trustworthy and principled guidance to clients? If this resonates with you, consider a role with The Integrated Talent Partnership.About the Company:Our client is a distinguished wealth management...


  • Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time £40,000

    Join a Leading Wealth Management FirmAre you dedicated to guiding individuals and families towards their financial aspirations? The Integrated Talent Partnership is seeking a Financial Advisor who will play a pivotal role in delivering tailored financial strategies and investment solutions.Key Responsibilities:Develop and maintain strong relationships with...


  • Burnley, Lancashire, United Kingdom SS&C Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our Call Centre team as a Customer Service Advisor. As a key member of our Client Services Voice team, you will be responsible for providing exceptional customer service to our leading investment clients and their customers.Key ResponsibilitiesAnswer incoming telephone...


  • Burnley, Lancashire, United Kingdom SS&C Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our Call Centre team as a Customer Service Advisor. As a key member of our Client Services Voice team, you will be responsible for providing exceptional customer service to our leading investment clients and their customers.Key ResponsibilitiesAnswer incoming telephone...


  • Burnley, Lancashire, United Kingdom SS&C Technologies Holdings Full time

    Position OverviewIn this role, you will be tasked with managing incoming calls from a diverse range of stakeholders, including clients, financial advisors, investors, and institutions. Your responsibilities will encompass addressing inquiries related to account management, delivering portfolio assessments, and making necessary updates to customer account...


  • Burnley, Lancashire, United Kingdom SS&C Technologies Holdings Full time

    Position OverviewIn this role, you will serve as a primary point of contact for incoming calls from a diverse range of stakeholders, including clients, independent financial advisors, investors, and financial institutions. Your responsibilities will encompass addressing inquiries related to account management, delivering portfolio assessments, and updating...


  • Burnley, Lancashire, United Kingdom SS&C Technologies Holdings Full time

    Job DescriptionAs 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 questionsActioning...


  • Burnley, Lancashire, United Kingdom SS&C Technologies Holdings Full time

    Job DescriptionAs 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 questionsActioning...


  • Burnley, Lancashire, United Kingdom Together Housing Full time

    Employment Advisor RoleWe are seeking an experienced Employment Advisor to join our team at Newground Together in the Employment and Skill Lancashire department. As an Employment Advisor, you will play a vital role in supporting individuals who are out of work, inactive in the job market, or not searching for employment opportunities.Your primary...


  • Burnley, Lancashire, United Kingdom Together Housing Full time

    Employment Advisor RoleWe are seeking an experienced Employment Advisor to join our team at Newground Together in the Employment and Skill Lancashire department. As an Employment Advisor, you will play a vital role in supporting individuals who are out of work, inactive in the job market, or not searching for employment opportunities.Your primary...


  • Burnley, Lancashire, United Kingdom The Integrated Talent Partnership Full time

    Join Our Team as a Financial AdvisorAre you dedicated to guiding individuals and families in reaching their financial aspirations? Do you possess a solid history of delivering reliable and principled advice to clients? If this resonates with you, consider the opportunity with The Integrated Talent Partnership.About Us:We are a premier wealth management firm...


  • Burnley, Lancashire, United Kingdom SS&C Full time

    About Us At SS&C, we pride ourselves on delivering exceptional customer service and building strong relationships with our clients. Our Call Centre is the heart of our business, and we're looking for talented individuals to join our team. The Role We're seeking a Customer Service Advisor to join our team, responsible for answering incoming telephone queries...


  • Burnley, Lancashire, United Kingdom Cummins Mellor Recruitment Full time

    {"title": "Customer Service Advisor", "description": "Customer Service AdvisorWe are seeking a highly motivated individual to join our customer service team in Burnley.As a Customer Service Advisor, you will play a crucial role in delivering exceptional customer service and developing our customer base.Key Responsibilities:Coordinating customer product...


  • Burnley, Lancashire, United Kingdom Cummins Mellor Recruitment Full time

    {"title": "Customer Service Advisor", "description": "Customer Service AdvisorWe are seeking a highly motivated individual to join our customer service team in Burnley.As a Customer Service Advisor, you will play a crucial role in delivering exceptional customer service and developing our customer base.Key Responsibilities:Coordinating customer product...

  • HR Advisor

    9 hours ago


    Burnley, Lancashire, United Kingdom BCW Group Full time

    HR Advisor Job DescriptionBCW Group is seeking an experienced HR Advisor to join our team. As a key member of our HR department, you will play a vital role in implementing and developing HR best practices, providing seamless HR services and processes, and supporting the establishment and maintenance of our company's policies, procedures, and culture.Key...