Customer Service Advisor

7 months ago

Stirling, United Kingdom SS&C Technologies Holdings Full time
Job Description

Overview

SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles.

About the role

If you have a positive, open approach and a passion for delivering exceptional service then come join our team . We are looking for a someone that can provide an excellent customer experience by dealing with all inbound calls in a supportive and a development focused working environment.

  • Competitive annual salary
  • Company pension scheme
  • Life Assurance (4 x salary)
  • Healthcare
  • Flex benefits scheme

Ideally we would like you to complete first contact resolution so full training will be provided to support this. You will gain a great insight into this industry, speaking to a wide variety of callers such as clients, IFA’s (Independent Financial Advisors), investors and other financial institutions.

You will help with a variety of different calls such as account servicing raising appropriate work, requesting investigations, portfolio valuations, update customer account details, dealing with different investment products we work with, such as ISA’s, Unit Trusts, Investment Trusts and OEIC’s- no two days are the same This role will also give you a great understanding of different areas of the business and processes across the organisation.


You will be at the heart or our organisation where we love to develop, support and give full training to our staff so you must be eager to learn and gain new skills.

The Ideal Candidate

  • Good customer focus and complaint handling skills
  • Excellent PC & keyboard skills
  • Excellent call handling skills with a great telephone manner
  • Organisation and time management skills to prioritise workloads
  • Analytical, problem solving and decision making skills

EEO Statement / Non-agency Disclosure

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.

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