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
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 & Salary Continuance
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:
The Client Hardship Specialist provides high-quality, end-to-end support to members experiencing financial hardship. They manage a dedicated portfolio and are responsible for processing financial hardship and compassionate grounds withdrawals, ensuring all related tasks are completed accurately and efficiently. The role requires strong relationship management and communication skills, with a proactive approach to problem-solving, issue escalation, and stakeholder engagement to deliver timely and effective outcomes.
Actively manage end-to-end service delivery for all stakeholders, including internal teams (complaints, trustees, legal, product) and external parties (legal representatives, regulators, members, etc.).
Demonstrate IOOF's purpose—understand me, look after me, and secure my future—in every member interaction.
Manage member requests from start to finish, including both inbound and outbound phone communication.
Collaborate effectively with internal stakeholders (e.g., product, legal, trustees) and external stakeholders (e.g., advisers, legal representatives) to ensure accurate, timely outcomes in the best interests of members and IOOF.
Align with all stakeholders on shared deadlines and deliverables.
Maintain individual workflow to meet service level agreements.
Ensure stakeholders clearly understand their responsibilities and deliverables.
Manage pending volumes to achieve efficiency targets, with a focus on reducing 'average days in pend' and 'pend over 30 days'.
Proactively manage a portfolio of cases to deliver efficient, high-quality service.
Provide personalised updates to members, keeping them informed on the progress of their requests.
Ensure all written correspondence is clear, accurate, and meets IOOF standards.
Support the broader Insurance Operations team as needed.
Contribute ideas to improve systems and processes that enhance processing times and the overall member experience.
What You Will Bring:
RG146 certified with 1–2 years' experience in superannuation or a similar role
Strong knowledge of superannuation processes, legislation, and product types
Skilled in financial hardship and compassionate grounds assessments
Proficient in multiple registry systems and process navigation
Familiar with underwriting, occupation ratings, insurance types and claims, PYS & PMIF legislation, fraud prevention, Family Law, and ATO/Centrelink compliance
Maintains SME-level knowledge of products, systems, and industry changes
Calm, resilient, and positive under pressure
Strong team support and collaboration skills
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.
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