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Financial Customer Services Advisor

Please Note: The application deadline for this job has now passed.

Job Introduction

Are you passionate about customer service? Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can be. 

Formally known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers. We are passionate about what we do and therefore looking for people that have excellent customer service, a high level of attention to detail, but most of all a passion to learn our business and provide the best customer experience possible.

Role Responsibility

You will be responsible for answering incoming telephone queries form a wide variety of callers such as clients, IFA’s (Independent Financial Advisors), investors and other financial institutions. You will support account servicing questions on the phone and raise appropriate work, to request investigations, give portfolio valuations and update customer account details.

Within this role you will gain a great understanding of the different areas of the business, having to be aware of a great number of different processes and procedures across the organisation. You will gain a great understanding of the different investment products we work with, such as ISA’s, Unit Trusts, Investment Trusts and OEIC’s.

We have a rigorous training plan, that can last up to 12 weeks, and is a mix of class room based and on the phone training. This will provide you with all the support & learning you need to be able to start in this role.

The Ideal Candidate

  • Customer services experience, either face to face or over the phone
  • Excellent customer service skills, including the ability to learn how to respond to complex customer queries
  • Organised and able to work on own initiative when required

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring diversity of perspective to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.


All offers of employment at SS&C are subject to background verification checks, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check. The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.

SS&C

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