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Retirement Solutions Client Support Specialist
2 months ago
Company Overview:
SS&C is a leading global provider of investment and financial services, along with software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across more than 90 locations in 35 countries. Our extensive client base includes approximately 18,000 financial services and healthcare organizations, ranging from the largest institutions to local firms, who rely on SS&C's innovative products and services to manage their investments.
Position Overview:
Title: Client Relations Specialist - Triage Support
Location: Hybrid Work Model
Team Insight: SS&C Retirement Solutions stands as a premier provider of technology, retirement recordkeeping, and outsourcing services. As the third-largest retirement services provider, we cater to over 250 institutional clients utilizing our platforms and services within the defined contribution, IRA, and retirement income sectors. Our goal is to be the preferred partner for leading retirement plan providers by delivering customized solutions that enhance their vision, reinforce their value proposition, and support their strategic objectives.
Why SS&C is a Great Place to Work:
- Flexibility: Enjoy a hybrid work model and a business casual dress code.
- Your Future: Benefit from a generous 401(k) matching program and opportunities for tuition and professional development reimbursement.
- Work-Life Balance: Take advantage of unlimited personal and vacation time off, a sick leave policy, and paid company holidays.
- Your Well-being: Access comprehensive medical, dental, vision, life insurance, short and long-term disability, global employee assistance, parental leave, and more.
- Diversity & Inclusion: We are committed to fostering an organization that welcomes, celebrates, and thrives on diversity.
- Training: Participate in hands-on, customized training provided by your team, including technical and e-learning resources.
- Extra Perks: Enjoy discounts on fitness memberships, cell phone providers, childcare, travel, and more.
Key Responsibilities:
- Utilize strong problem-solving abilities to investigate and resolve client-reported issues.
- Assess and prioritize client requests based on their impact and severity.
- Collaborate with programming teams to troubleshoot potential system defects or limitations.
- Effectively communicate complex concepts in a client-friendly manner.
- Provide 24/7 production support to retirement plan clients.
- Become a subject matter expert on SS&C Retirement Solutions system functionalities and products.
- Work closely with product owners and development teams to address system requirements.
Qualifications:
- Bachelor's degree with a minimum of 2 years of relevant experience, or a Master's degree with 4 years of equivalent experience in Retirement Plan Services.
- In-depth knowledge of the retirement plan industry is essential.
- Demonstrated customer service experience in relation to retirement services.
- Strong attention to detail, multitasking capabilities, and a genuine curiosity to learn.
- Excellent verbal and written communication skills.
- Effective time management and organizational skills, with the ability to thrive in a fast-paced team environment.
- Proficient computer skills and a general understanding of qualified plan systems, such as TRAC.
- Availability to work in the local office 6 days per month is required.
- Knowledge of SQL, PowerSelect, or TSO is a plus.
SS&C 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.
