Customer Support Specialist
1 week ago
Locations:
Hybrid and/or Remote Work Opportunity available in various states.
Work from home options are accessible 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: Embrace a Hybrid Work Model along with a Business Casual Dress Code.
- Career Advancement: Take advantage of our 401k Matching Program and Professional Development Reimbursement.
- Work/Life Balance: Enjoy 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 a diverse and inclusive workplace.
- Training: Participate in Hands-On, Team-Customized training, including SS&C University.
- Perks: Benefit from 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, conduct research, and resolve transaction-related issues.
- Ensure adherence to internal processes and legal regulations for compliance.
Qualifications:
- High School Diploma required; Bachelor's degree or equivalent experience preferred.
- Previous experience in banking, investment, or finance is beneficial.
- A minimum of 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 the ability to navigate multiple systems are required.
- Commitment to providing exceptional service with attention to detail.
- Access to high-speed internet and a dedicated workspace at home is necessary.
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