Investor Customer Service Representative

22 hours ago

Denver, United States SS&C Technologies Full time

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

Job Title: Investor Customer Service Representative - Hybrid

Locations: Denver, CO | Hybrid

Get To Know The Team:
Join our amazing team, striving to exceed client expectations with every interaction.
This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. If you are driven and enjoy client interaction, you should apply We will train

Why You Will Love It Here

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more
What You Will Get To Do:
  • Respond to shareholder and Broker/Dealer inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc.
  • Review new account documentation and establish accounts as needed
  • Review and respond to requests from clients, intermediaries and shareholders
  • Communicate complex financial information in tangible, simple terms
  • Analyze and complete trades, maintenances, statement requests and written inquiries
  • Correspond with and contact Dealers and Investors as needed
  • Research and callout to Broker/Dealers in regards to NSCC trading
  • Perform callout campaigns for Clients
What You Will Bring:
  • Bachelor's degree or equivalent combination of work and education experience preferred
  • Must have previous customer service experience and be able to multi task
  • Attention to detail and accuracy
  • Computer experience (Word, Excel, Microsoft Outlook)
  • Ability to work independently as well as in a team environment
  • Must be willing to work on site 6 days/month
  • Hours are 8:00 AM - 5:00 PM
  • Initial training will be one month on site 5 days/week from 8:30 AM - 5:30 PM


Thank you for your interest in SS&C To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-RS1
#LI-HYBRID

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Colorado: Salary range for the position: $19.00 USD/hour to $26.00 USD/hour.

  • Financial Services Representative

    6 days ago

    Denver, Colorado, United States SS&C Technologies Full time

    Job Summary:We are seeking a skilled Investor Customer Service Representative to join our Transfer Agency team. As a key member of our team, you will be responsible for providing exceptional customer service to clients and their investors.Responsibilities:Your responsibilities will include:Responding to inquiries related to general account information, fund...

  • Manager, Investor Relations

    6 days ago

    Denver, United States Grand Peaks Property Full time

    Job DescriptionJob DescriptionOverviewGrand Peaks is a multifamily-focused real estate company that puts people first and leverages its three generations of industry experience. We provide quality housing through the development, acquisition, and management of apartment communities. Our vision is to make a lasting impact on the residents, team members,...

  • Customer Service Representative

    6 days ago

    Denver, Colorado, United States Floor & Decor Full time

    We're seeking a Customer Service Representative to join our team at Floor & Decor. As a Customer Service Representative, you'll be responsible for:Key ResponsibilitiesAcknowledge and greet customers with a positive attitude.Complete transactions accurately and efficiently, thanking every customer after a sale.Answer customer questions and provide assistance...

  • Customer Service Representative

    4 days ago

    Denver, United States Mocciaent Full time

    We are looking for an efficient and skilled Customer Service Representative for our call center. As a Customer Service Representative, your job is to provide excellent customer support to our clients. You will act as a liaison between our company and the clients.You will be required to respond to customers' queries and resolve them as soon as possible. Your...

  • Customer Service Representative

    6 days ago

    Denver, Colorado, United States Domino's Pizza LLC Full time

    About Domino'sWe are seeking a Customer Service Representative to join our team. As a valued member, you will be responsible for providing an exceptional customer experience by greeting customers in a friendly and engaging manner.Your Key ResponsibilitiesGreet customers and provide them with a positive experienceTake orders using the Point of Sales...

  • Customer Service Representative

    3 days ago

    Denver, Colorado, United States Ace Cash Express Full time

    Why Choose Ace Cash Express?At Ace Cash Express, we're dedicated to providing exceptional customer service and a rewarding work environment. As a Customer Service Representative, you'll have the opportunity to build lasting relationships with our customers and make a positive impact on their lives.What's in it for you?• Flexible Schedules• Comprehensive...

  • Customer Service Representative

    17 hours ago

    Denver, United States American Furniture Warehouse Full time

    Job Description The Customer Service Representative will provide customers with fast, friendly, accurate service to provide the best experience for our customer. The Customer Service Representative will explain AFW policy and procedures, resolve any issue in relation to AFW that includes but is not limited Deliveries, Orders, Parts Ordering, Pickup,...

  • Customer Service Representative

    6 days ago

    Denver, Colorado, United States Pattern Promotions Full time

    At Pattern Promotions, we are seeking a highly motivated and customer-oriented individual to join our dynamic team as a Call Center Representative. This is an exceptional opportunity to deliver exceptional service to our customers by addressing their inquiries, resolving issues, and providing information about our products and services.About UsWe are a...

  • Customer Service Representative

    11 hours ago

    Denver, United States Floral Image Full time

    Job Title: Customer Service RepresentativePosition Type: 1099Salary: $7 per refreshDept/ Location: Customer Service, Denver, COReports to: West Territory Sales ManagerCore Focus Floral Image North America, a leading service provider of lifelike flower arrangements and plant displays, seeks a highly motivated and positive Sales Representative to join our...

  • Customer Service Representative

    3 days ago

    Denver, Colorado, United States Denver Health Full time

    Job DescriptionWe are seeking a skilled Customer Service Representative to join our team at Denver Health. This role is responsible for providing exceptional customer service to patients and families by answering incoming calls, resolving customer requests, and directing calls to the appropriate area when necessary.Key Responsibilities:Answer all calls in a...

  • Customer Service Representative

    20 hours ago

    Denver, United States Floral Image Full time

    Job Title: Customer Service RepresentativePosition Type: 1099Salary: $7 per refreshDept/ Location: Customer Service, Denver, COReports to: West Territory Sales ManagerCore FocusFloral Image North America, a leading service provider of lifelike flower arrangements and plant displays, seeks a highly motivated and positive Sales Representative to join our team!...

  • Customer Service Representative

    6 days ago

    Denver, Colorado, United States Brady Industries Full time

    Job OverviewBrighten up the lives of our customers by providing exceptional support and service as a key member of our team. Deliver top-notch customer experiences, working closely with sales representatives to drive business success.As a valued member of our organization, you will be part of a collaborative environment that fosters growth and development.

  • Customer Service Representative

    21 hours ago

    Denver, United States bet365 Full time

    A proactive Customer Service Representative eager to assist, support, and resolve customer issues, making informed decisions in a fast-paced team environment.Never Ordinary. Are you interested in the fast-paced and growing sports gambling industry? We're seeking ambitious Customer Service Representatives to join our US team. This is not just a job; it's a...

  • Customer Service Representative

    18 hours ago

    Denver, United States bet365 Full time

    A proactive Customer Service Representative eager to assist, support, and resolve customer issues, making informed decisions in a fast-paced team environment.Never Ordinary. Are you interested in the fast-paced and growing sports gambling industry? We're seeking ambitious Customer Service Representatives to join our US team. This is not just a job; it's a...

  • Customer Service Representative

    20 hours ago

    Denver, United States Bet365 Full time

    A proactive Customer Service Representative eager to assist, support, and resolve customer issues, making informed decisions in a fast-paced team environment. Never Ordinary. Are you interested in the fast-paced and growing sports gambling industry? We're seeking ambitious Customer Service Representatives to join our US team. This is not just a job; it's a...

  • Customer Service Representative

    6 days ago

    Denver, Colorado, United States Target Full time

    **About the Role**We are looking for a skilled Customer Service Representative to join our team at Target. As a Front of Store Attendant, you will be responsible for providing an exceptional shopping experience for our guests.

  • Customer Service Representative

    16 hours ago

    Denver, United States U-Haul Full time

    Compensation Range: $12.32 to $20.00 Hourly Location: 2000 W Lower Colfax Ave, Denver, Colorado 80204 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive...

  • Customer Service Representative

    6 days ago

    Denver, Colorado, United States AFD Inc. Full time

    We are seeking a skilled Customer Service Representative to join our dynamic team at AFD Inc. In this role, you will be responsible for delivering exceptional customer experiences and driving sales revenue in a fast-paced retail environment.Responsibilities:Ensure customers receive prompt and courteous assistance with purchases and inquiriesUtilize strong...

  • Customer Service Representative

    7 days ago

    Denver, Colorado, United States Pattern Promotions Full time

    We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our sales and support team, you will play a pivotal role in delivering exceptional service to our customers by addressing their inquiries, resolving issues, and providing information about our products and services.About...

  • Customer Service Representative

    14 hours ago

    Denver, United States AEG Full time

    A proactive Customer Service Representative eager to assist, support, and resolve customer issues, making informed decisions in a fast-paced team environment.Never Ordinary. Are you interested in the fast-paced and growing sports gambling industry? We're seeking ambitious Customer Service Representatives to join our US team. This is not just a job; it's a...