Account Executive

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

Job summary

A leading financial services company in Burnley is seeking a client service representative to manage account transactions and improve service delivery. Ideal candidates should have previous account handling experience and a strong attention to detail. Proficiency in Microsoft Word and Excel is essential. This role offers competitive remuneration and a comprehensive rewards package.

Benefits

Life Assurance (4 x salary)

Single person healthcare

Onsite benefits including free parking

Exclusive high street discounts

Qualifications

• Prior client or account handling experience required.
• Experience in the financial services industry is preferred.
• Keen eye for detail and enjoyment in working with data.
• Good keyboard skills.

Responsibilities

• Manage client expectations and processing transactions.
• Support service improvement initiatives.
• Keep knowledge of processes and regulations up to date.
• Achieve agreed performance levels.

Skills

Client handling

Attention to detail

Communication skills

Organizational skills

Analytical thinking

Education

5 GCSE’s or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

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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.

• 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 should be 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.
• 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 keen eye for detail and enjoy working 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.