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SS&C

Cloud-based SaaS for financial operations

Voice Process

Customer SupportConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • Proficiency in spoken and written English (UK) is essential for communication with UK colleagues and UK and global clients.
  • A minimum of 1–2 years of experience in a contact centre role is required.
  • Good keyboard skills and familiarity with Microsoft Word and Excel are required.
  • Ability to identify areas of risk or concern within the team or business is required.

Responsibilities

  • Provide real-time assistance to clients through inbound and outbound telephone calls and web chat by answering questions, resolving issues, and offering guidance.
  • Process transactions to agreed service levels and quality standards, and within agreed financial authority limits where relevant.
  • Support clients using platform-specific support tools and processes.
  • Adhere to schedules to ensure Service Level Agreements are achieved.
  • Respond to client enquiries accurately and promptly while maintaining a professional, client-centric approach.
  • Complete a variety of tasks to support the team leader, team manager, and other teams according to business needs.
  • Escalate issues or potential breaches to the line manager.
  • Provide quality service with accuracy and timely delivery.
  • Review processes and practices within the role and propose changes and improvements where individual or team performance is affected.
  • Keep knowledge of processes and products up to date.

Desired Qualifications

  • Experience in the UK mutual funds financial services environment is preferred.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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