Client Services Associate I

2 months ago


Orlando, Florida, United States SS&C Technologies Holdings Full time

Job Title: Investor Services Representative I

Location: Hybrid | Remote

Schedule: Anticipated to fall between 11AM and 9PM EST

Company Overview: SS&C Technologies is a premier provider of retirement planning and financial services, committed to assisting individuals in securing their financial futures.

Position Summary: We are in search of a dedicated Investor Services Representative to operate within a multi-channel contact center, managing correspondence and calls while delivering exceptional customer service.

Why Consider This Opportunity:

  • Flexibility: Options for Hybrid and Remote Work
  • Professional Growth: 401k matching, comprehensive training, tuition reimbursement
  • Work-Life Balance: Flexible time off, paid holidays, and sick leave
  • Health Benefits: Medical, dental, vision coverage, and parental leave
  • Diversity & Inclusion: A commitment to fostering a diverse and welcoming workplace
  • Training: Engaging, team-focused learning opportunities including SS&C University
  • Additional Benefits: Discounts on fitness memberships, travel, and more

Main Responsibilities:

  • Thoroughly review transactions for precision.
  • Address client inquiries through calls and chat.
  • Collaborate with various departments to resolve inquiries.
  • Engage in cross-training initiatives.

Required Qualifications:

  • Excellent communication abilities
  • Proficient in computer navigation and typing
  • Understanding of retirement plans
  • Strong organizational skills with the ability to prioritize tasks
  • Problem-solving aptitude and attention to detail
  • High School Diploma or equivalent

Work Environment Requirements:

  • High-speed internet connection
  • A dedicated quiet workspace for training and work

If you are a customer service professional eager to advance in the financial services sector, this opportunity may be a great fit for you.



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