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Customer Service Call Center Representative

4 months ago

Denver, United States SS&C Technologies Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Job Title: Customer Service Call Center 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:
  • Answer shareholder and Broker/Dealer calls and respond to 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 or call center 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 9:30 AM - 6:00 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.

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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.