Client Services Associate I
2 months ago
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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