Client Solutions Specialist - Super, Insurance

Posted 5 Days Ago
Be an Early Applicant
4 Locations
In-Office
Mid level
Fintech • Software
The Role
Serve as the first point of contact for clients and financial advisers through phone, email, and web chat. Provide accurate support on superannuation, insurance, investments, and pensions; resolve enquiries, maintain interaction records, collaborate with team members, and meet service and performance targets while working a hybrid rotating roster.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Get To Know Us:


SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries. 


Why You Will Love It Here!


  • Flexibility: Hybrid Work Model
  • Your Future: Income Protection Insurance
  • Work/Life Balance: Flexible Time Off
  • Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental Leave, Death & TPD Insurance
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customised, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:


We’re looking for 8 client-focused individuals to join our team as Client Solutions Specialists. In this key contact centre role, you’ll be the first point of contact for our clients and financial advisers, delivering outstanding service via phone, email, and web chat. You’ll assist with enquiries related to superannuation, insurance, investments, and pensions, helping our clients navigate their financial journey with confidence and care.


  • Handle inbound calls and emails from clients and financial advisers
  • Provide accurate information and support across superannuation, insurance, investments, and pensions
  • Address enquiries and resolve issues in an efficient and professional manner
  • Maintain accurate and up-to-date records of all client interactions
  • Collaborate with a diverse team to meet and exceed performance targets
  • Uphold the company’s values and ensure high service standards in every interaction

What You Will Bring:


  • 2-3 years' experience within financial services, superannuation, insurance or investments.
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and a genuine passion for helping others
  • Positive attitude with a commitment to delivering exceptional service
  • Willingness to learn and adapt to new information, systems, and processes
  • Availability to work a rotating roster between 8 am and 8 pm, Monday to Friday
  • Comfortable working in a hybrid model (minimum 2 days in the office per week, with flexibility to do more)
  • RG146 compliant
  • Available to start Mid November 2026.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.


Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.



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.







 


Applications will be accepted on an ongoing basis until the position is filled.



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.

Skills Required

  • 2–3 years of experience in financial services, superannuation, insurance, or investments
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and a genuine passion for helping others
  • Positive attitude and commitment to exceptional service
  • Willingness to learn and adapt to new information, systems, and processes
  • Availability to work a rotating Monday–Friday roster between 8 a.m. and 8 p.m.
  • Comfort working in a hybrid model, with at least two office days per week
  • RG146 compliance
  • Availability to start in mid-November 2026

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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