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Customer Service Specialist

2 months ago

Remote, Oregon, United States SS&C Technologies Holdings Full time
Investor Services Representative I and II

Locations:

Hybrid and/or Remote Work Opportunity in various states.

Work from home opportunity available in multiple states.

About the Company: SS&C Technologies Holdings is dedicated to assisting individuals in reaching their financial aspirations through effective management of mutual fund investments.

Why Consider This Opportunity?

  • Flexibility: Enjoy a Hybrid Work Model & a Business Casual Dress Code.
  • Career Advancement: Take advantage of our 401k Matching Program and Professional Development Reimbursement.
  • Work-Life Integration: Benefit from Flexible Personal/Vacation Time Off, Sick Leave, and Paid Holidays.
  • Employee Wellbeing: Access to Medical, Dental, Vision, Employee Assistance Program, and Parental Leave.
  • Diversity & Inclusion: We are committed to fostering an inclusive environment that celebrates diversity.
  • Training: Participate in Hands-On, Team-Customized training, including SS&C University.
  • Perks: Enjoy Discounts on fitness clubs, travel, and more.

Key Responsibilities:

  • Deliver comprehensive transfer agency and shareholder services to clients.
  • Manage call center operations, transaction processing, data entry, and quality assurance.
  • Maintain client records and respond to inquiries regarding account performance and activities.
  • Facilitate various financial transactions, investigate, and resolve transaction-related issues.
  • Comply with internal processes and legal regulations to ensure adherence.

Qualifications:

  • High School Diploma required; Bachelor's degree or equivalent experience preferred.
  • Previous experience in banking, investment, or finance is beneficial.
  • At least one year of customer service experience in retail, banking, or financial services is desired.
  • Strong verbal and written communication skills are essential.
  • Intermediate computer skills and ability to navigate multiple systems.
  • Dedication to providing exceptional service with attention to detail.
  • Access to high-speed internet and a suitable workspace at home.