Client Solutions Specialist - superannuation, insurance, investments, and pensions
- Serve as the first point of contact for clients and financial advisers.
- Assist with enquiries related to superannuation, insurance, investments, and pensions.
- Maintain accurate records and collaborate with a diverse team to meet performance targets.
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's 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 world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s 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
Work/Life Balance: Flexible Time Off
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:
We’re looking for 8 client-focused individuals to join our team as Client Solutions Specialists. In this key contact centre role, you’ll be the first point of contact for our clients and financial advisers, delivering outstanding service via phone, email, and web chat. You’ll assist with enquiries related to superannuation, insurance, investments, and pensions, helping our clients navigate their financial journey with confidence and care.
Handle inbound calls and emails from clients and financial advisers
Provide accurate information and support across superannuation, insurance, investments, and pensions
Address enquiries and resolve issues in an efficient and professional manner
Maintain accurate and up-to-date records of all client interactions
Collaborate with a diverse team to meet and exceed performance targets
Uphold the company’s values and ensure high service standards in every interaction
What You Will Bring:
Excellent verbal and written communication skills
Strong interpersonal skills and a genuine passion for helping others
Positive attitude with a commitment to delivering exceptional service
Willingness to learn and adapt to new information, systems, and processes
Availability to work a rotating roster between 8 am and 8 pm, Monday to Friday
Comfortable working in a hybrid model (minimum 2 days in the office per week, with flexibility to do more)
No prior financial services experience required — comprehensive training provided
A background or interest in superannuation, insurance, investments, and pensions.
Available to start late September 2026.
We encourage applications from people of all backgrounds to enable us to bring diverse 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.
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.
Applications will be accepted on an ongoing basis until the position is filled.
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.
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