Customer Support Associate (Financial Services)

Honeycomb is delighted to exclusively assist SS&C, a Global Financial Services company, with the recruitment of an exciting team of Client Support Associates. This is a great opportunity to join a busy environment within a Financial Services company that works in wealth management, covering everything from Bonds to Pensions.

These permanent, full-time roles offer a competitive salary, a first-class benefits package, sociable working hours, extensive training, and further opportunities for growth and development. This role would be suited to a customer service professional looking for their next role or a graduate interested in pursuing a career within the financial services sector.

The Client

SS&C offer bespoke life and pensions support to their high-net-worth clients throughout the UK. They are going through a period of significant growth, meaning there are opportunities for personal growth and development.

You would be joining a team dedicated to supporting a network of Financial Advisors and their clients, specialising in pension and investment products. Working in a lovely office environment with an inclusive and dynamic culture, which is easily accessible by public transport (bus or train).

The Role

This is an exciting opportunity within a professional and fast-paced environment that entails providing efficient customer service through accurately processing transaction enquiries from customers in accordance with the principles of Treating Customers Fairly and all regulatory requirements. You will be the first point of contact for Financial Advisors and provide exceptional and professional advice at each interaction.

Typical duties will include, but are not limited to:

• Processing transactions to agreed service levels adhering to the principles of Treating Customer Fairly, and where relevant, within agreed financial authority limits.
• Contacting customers by telephone, email, fax or letter to efficiently resolve queries adhering to the principles of Treating Customer Fairly.
• Keeping up to date with relevant product knowledge and training.
• Dealing with customer data, ethically, compliantly, and in accordance with FSA requirements.
• Assisting the management team, including collation of supporting Management Information, where appropriate with daily tasks.
• Acting as a good team player.

Person Specification

• Customer-focused and complaint-handling skills.
• Experience working in a customer-focused environment.
• Good analytic, problem-solving and decision-making skills.
• Excellent organisational skills.
• Proficiency in the Microsoft Office Suite, particularly Word and Excel.
• English and Maths GCSEs (Grade C or above) or equivalent.
• Good oral and written communication skills.

The Package

• Competitive Salary, dependent on skills and experience.
• Sociable Working Hours - Monday-Friday, 9am-5pm.
• Excellent health cash plan.
• Extensive training, plus additional opportunities for learning and development
• 6% company pension.
• Share incentive.
• Life Assurance.
• Holidays: 20 days leave + 10 statutory days + unlimited leave policy.
• Flexible, tailored benefits covering health and well-being, insurance, savings, and a wide range of discounts, offers, and promotions.

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Aoife Dowds-Gibson at Honeycomb. aoife.d@honeycomb.jobs or 028 9620 7050.

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all.

** Please note, we are receiving an exceptionally high number of applications and are present and will be unable to shortlist candidates who are not meeting the specific requirements for this role. Due to the high volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding. **