Role Description
In this administration role you will provide a good customer service by accurately
processing and authorising a variety of customer transactions, including complex and nonstandard
transactions. 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.
Core Role Responsibilities
- To comply with the regulatory regimes in which SS&C operates including Data
- Protection, Financial Crime Prevention and CASS regulations
Knowledge and Technical Skills
- Proficiency in the English (UK) language is essential, both spoken and written
- language skills are required.
- Provide real-time assistance to clients through inbound and outbound telephone
- calls, web chat, answering questions, resolving issues, and offering guidance.
- Processing transactions to agreed service levels, quality standards and where
- relevant within agreed financial authority limits
- Supporting clients with a number of platform specific support tools and processes
- Adherence to schedules to ensure Service Level Agreements are achieved.
- Ensure timely and accurate responses to client enquiries while maintaining a
- professional and client-centric approach.
- Proficiency in the English (UK) language is essential, both spoken and written
- language skills are required to communicate with UK colleagues and UK and global
- clients.
- A flexible approach to completing variety of tasks to support TL / TM and other
- teams for business needs.
- To escape issues or potential breaches to Line Manager.
- Provide a quality service, aiming for 100% accuracy and timeliness of delivery.
- To review processes and practices within your role to propose change and
- improvement where individual and team performance are being affected
- Keeps own knowledge of processes, products and appropriate regulation up to date
- Proven experience in a contact centre role, with a minimum of 1 - 2 years of
- experience. Preferably in the UK Mutual Funds Financial Services environment.
- Good keyboard skills and familiar with Microsoft word and excel
- Ability to identify areas of risk or concern, either within team or in the business.
- Exceptional communication and interpersonal skills.
- Flexible and adaptable to change and challenges.
This role offers a unique opportunity to combine your financial expertise, client service
skills, and UK language proficiency to deliver outstanding value to our clients. If you are a
dedicated and knowledgeable professional who thrives in a dynamic environment, we