Senior Client Solutions Representative

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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:

As a Senior Client Solutions Representative (CSR), you will be a key point of contact and representative of the organisation, delivering high-quality service to Custodians, Fund Managers, Advisers, and Investors via phone and written correspondence. You’ll manage day-to-day reporting requests, respond to client queries within agreed SLAs, and oversee designated client mailboxes.

In this role, you will lead service delivery for an assigned client portfolio, ensuring excellence across all client touchpoints—including investor, adviser, and fund manager interactions. You’ll apply your growing technical expertise to assess issues, provide recommendations, and drive improvements, while also supporting and guiding less experienced team members and identifying opportunities to enhance processes.

• Facilitate daily managed fund transaction processing for Fund Managers, Investors, and Advisers.

• Deliver proactive, customer-focused solutions that enhance client experience.

• Serve as a senior-level support representative, handling moderately complex tasks with independent judgment.

• Manage and resolve client queries and escalations promptly and professionally.

• Provide guidance, support, and mentorship to junior client service team members.

• Respond to and resolve inbound client phone enquiries efficiently.

• Ensure timely resolution of internal and external queries and escalations in line with agreed SLAs.

• Maintain direct communication with Fund Managers, Investors, and Advisers to support ongoing service delivery.

• Monitor and action requests in client mailboxes and workflow systems to ensure nothing is missed.

• Liaise with clients and advisers to complete service and processing requests within established timeframes.

What You Will Bring:

• Self-motivated and proactive, with the ability to manage competing priorities and deliver results within tight deadlines

• Strong analytical and problem-solving skills; evaluates alternatives and applies innovative, practical solutions

• Excellent verbal and written communication skills, with a customer-centric approach

• Proven ability to manage client requests and deliver outcomes aligned with service standards

• Proficient in Microsoft Office Suite, with the ability to produce high-quality documentation and analysis

• Exceptional attention to detail and accuracy in all aspects of work

• Positive, can-do attitude with the ability to thrive in a fast-paced, high-performance environment

• Solid understanding of AML/KYC requirements and compliance principles

• Experience resolving investor and adviser queries with professionalism and efficiency

• Background in Funds Management, Unit Registry, or Superannuation Administration (preferred)

• Prior experience in Operations or Client Service roles within financial services (preferred)

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.

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.