Customer Services Associate

SS&C Technologies Holdings; Burnley; On-site; GBP 18,000 - 25,000; Full time

Job summary

A leading company in financial services is hiring a Call Handler who will manage incoming customer calls and provide high-quality service. The ideal candidate will possess excellent communication skills and a passion for the financial industry. Comprehensive training will be provided to help you succeed in this role.

Qualifications

• Experience in customer service, face-to-face or over the phone.
• Ability to handle complex customer queries.
• Keen interest in financial services.

Responsibilities

• Answer incoming telephone queries from clients and other financial institutions.
• Provide portfolio valuations and account servicing.
• Understand various investment products.

Skills

Customer service experience

Excellent customer service skills

Organizational skills

Basic computer skills

Empathy

Initiative

Job description

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Our call handlers are responsible for answering incoming telephone queries from a wide variety of callers such as clients, IFAs (Independent Financial Advisors), investors, and other financial institutions. You will accept account servicing questions on the phone and action the appropriate response, whether to request investigations, give portfolio valuations, or update customer account details.

Within this role, you will gain an understanding of the processes and procedures across many different areas of the business and be able to exhibit understanding of the different investment products we work with, such as ISAs, Unit Trusts, Investment Trusts, and OEICs.

We provide a comprehensive training course, which can last up to 12 weeks, and is a mix of classroom-based and on-the-phone training. This will provide you with all the support & learning you need to excel in this role.

Ideal Candidate

Whether you have experience working in bars & restaurants, hotels, clubs, or cinemas, we value above all else the level of customer service you're able to provide our customers, whether face-to-face or over the phone.

The ideal candidate:

• Has customer service experience, either face-to-face or over the phone
• Possesses excellent customer service skills, including the ability to respond to complex customer queries
• Is organized and able to work on own initiative when required
• Has basic computer skills
• Shows empathy towards our clients' needs
• Is keen to make a career in the financial services industry

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring diversity of perspective to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

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 UK, proof of address, credit check, and criminal record check. 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.