SS&C
Financial Services
AccountExecutive
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Executive at SS&C. Skills: Client service, Transaction processing. Manage client expectations. Process transactions”
What You'll Achieve.
Achieve agreed performance levels
Industry & Context.
Problem solving; Decision making
What They're Looking For.
Must Have
Prior client or account handling experience, Prior experience in the financial services industry, Good keyboard skills, Familiar with Microsoft word, Familiar with Microsoft excel, Great telephone manner, Organisation and time management skills, Analytical skills, Problem solving skills, Decision making skills, Communication skills, Mathematical reasoning skills, 5 GCSE’s or equivalent
Nice to Have
Team player
What You'll Do.
Manage client expectations
Process non-standard transactions
Process complex transactions
Perform manual processing
Support service improvement
Support process improvement
Assist management team
Keep knowledge up to date
Achieve performance levels
Implement personal development plan
Be proactive in self-development
How You'll Work.
Communication Scope
Telephone; Email; Letter
Full Job Description
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_** As a permanent employee of SS&C, you’ll receive your competitive salary as well as our exclusive rewards package that offers flexibility and choice. * Flexible holiday allowance * A competitive pension scheme * Life Assurance (4 x salary) * Single person healthcare * Onsite benefits, including kitchen break out area, multi-faith room, free parking * Discounts for a number of retailers and restaurants – Exclusive high street discounts **Overview** **Your personality is what is important to us at SS &C along with your positive and open approach with a passion for delivering exceptional service.** In this office-based role you will provide outstanding client service by accurately processing and authorising a variety of account transactions, including complex and non-standard requests. 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. **Some of your duties will include:** * Managing client expectations, and accounting for their specific vulnerability needs. * Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits * Processing non-standard or complex transactions/calculations, including manual processing where required, ensuring that you treat our customers fairly. * Contacting account holders by telephone, e-mail or lette
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