Client Solutions Specialist - Super and Funds

About the role

SS&C Technologies is looking for client-focused Client Solutions Specialists to join its contact centre team in Melbourne. As the first point of contact for clients and financial advisers, you will deliver service by phone, email and web chat, helping them with superannuation, insurance, investments and pensions. The role suits someone available to work a rotating roster Monday to Friday, 8 am to 8 pm, in a hybrid model.

Key responsibilities

• Handle inbound calls and emails from clients and financial advisers
• Provide accurate information and support on superannuation, insurance, investments and pensions
• Resolve enquiries and issues efficiently and professionally
• Maintain accurate, 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 high service standards in every interaction

Required profile

• 2-3 years' experience in financial services, superannuation, insurance or investments
• RG146 compliance
• Availability to start on 23 November 2026
• Willingness to learn and adapt to new information, systems and processes

Required skills

• Excellent verbal and written communication skills
• Strong interpersonal skills and a genuine passion for helping others
• Positive attitude and commitment to exceptional service
• Comfortable working in a hybrid model (at least 2 days in the office per week)

What we offer

• Hybrid work model
• Income protection insurance
• Flexible time off
• Private health insurance discount, primary and secondary paid parental leave, death and TPD insurance
• Hands-on, team-customised training including SS&C University
• Discounts on fitness clubs, travel and more