Account Executive

SS&C Technologies; Burnley; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm based in Burnley seeks a dedicated individual for an account management position. This office-based role involves processing transactions and delivering exceptional client service while adhering to quality standards. Candidates should have prior experience in client handling and possess analytical and organisational skills. The company is committed to supporting employee growth and creating a diverse workforce.

Benefits

Flexible holiday allowance

Competitive pension scheme

Life Assurance (4 x salary)

Onsite benefits

Exclusive high street discounts

Qualifications

• Prior client or account handling experience.
• Experience in the financial services industry.
• Strong organisation and time management skills.

Responsibilities

• Managing client expectations and processing transactions.
• Contacting account holders to resolve queries.
• Assisting management team with service/process improvement.

Skills

Client handling experience

Attention to detail

Team player

Good telephone manner

Analytical skills

Communication skills

Education

5 GCSE’s or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

As a permanent employee of SS&C, you’ll receive your competitive salary as well as our exclusive rewards package that offers flexibility and choice.

• Flexible holiday allowance
• A competitive pension scheme
• Life Assurance (4 x salary)
• Single person healthcare
• Onsite benefits, including kitchen break out area, multi-faith room, free parking
• Discounts for a number of retailers and restaurants – Exclusive high street discounts

Overview

Your personality is what is important to us at SS&C along with your positive and open approach with a passion for delivering exceptional service.

In this office-based role you will provide outstanding client service by accurately processing and authorising a variety of account transactions, including complex and non-standard requests. This will be processed within agreed service levels and approved financial authority levels where appropriate.

You will be at the heart or our organisation where we love to develop, support and give full training to our staff so you shouldbe eager to learn and develop new skills. With a positive attitude, we will help you achieve your career goals in the future.

Some of your duties will include:

• Managing client expectations, and accounting for their specific vulnerability needs.
• Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits
• Processing non-standard or complex transactions/calculations, including manual processing where required, ensuring that you treat our customers fairly.
• Contacting account holders by telephone, e-mail or letter to resolve queries/obtain information
• Supporting and taking an active role in service improvement/process improvement initiatives or projects as required
• Assisting management team where appropriate
• Keeping own knowledge of processes, products and appropriate regulation up to date
• Achieving agreed performance levels
• Implementing and maintaining your personal development plan, and being proactive in self-development

The Ideal Candidate

• Prior client or account handling experience
• Prior experience in the financial services industry
• The ability to be a team player
• Have a keeneye for detail andenjoyworking with data
• Good keyboard skills and familiar with Microsoft word and excel
• Great telephone manner
• Organisation and time management skills to prioritise workloads
• Analytical, problem solving and decision making skills
• Communication and mathematical reasoning skills (5 GCSE’s or equivalent)

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 diverse workforce in the widest sense.

Unless 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.

Background Checks

All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in the hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background-checking process should you be successful.

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.