Client Services Associate I

2 weeks ago


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

Job Title: Investor Services Representative I

Location: Hybrid | Remote

Schedule: Anticipated hours 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 achieving their financial goals.

Position Summary: We are in search of a dedicated Investor Services Representative to join our multi-channel contact center, where you will handle correspondence, phone inquiries, and deliver exceptional customer support.

Why You Should Consider This Opportunity:

  • Flexibility: Options for Hybrid and Remote Work
  • Professional Development: 401k matching, comprehensive training, tuition reimbursement
  • Work/Life Balance: Flexible time off, paid holidays, and sick leave
  • Health and Wellness: Medical, dental, and vision coverage, parental leave
  • Diversity & Inclusion: Strong commitment to diversity and an inclusive environment
  • Training: Engaging, team-oriented learning opportunities including SS&C University
  • Additional Perks: Discounts on fitness memberships, travel, and more

Main Responsibilities:

  • Thoroughly verify transactions for precision.
  • Address client concerns through calls and chat.
  • Work collaboratively with various departments to resolve inquiries.
  • Engage in cross-training programs.

Required Qualifications:

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

Work Environment Requirements:

  • Reliable high-speed internet connection
  • Designated quiet workspace for training and work

If you are a customer service expert looking to advance in the financial services sector, this opportunity may be the right fit for you.



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