Client Services Associate I
2 weeks ago
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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