Client Services Associate I
2 months 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 team, responsible for managing correspondence, handling calls, and delivering exceptional customer service.
Why You Should Consider This Opportunity:
- Flexibility: Options for Hybrid and Remote Work
- Professional Development: 401k matching, comprehensive training, tuition reimbursement
- Work/Life Balance: Generous time off policies, paid holidays, and sick leave
- Health and Wellness: Medical, dental, and vision coverage, parental leave
- Diversity & Inclusion: Strong commitment to fostering a diverse and inclusive workplace
- Training: Engaging, team-focused learning opportunities including SS&C University
- Additional Perks: Discounts on fitness memberships, travel, and more
Main Responsibilities:
- Thoroughly examine transactions for precision.
- Address client inquiries through calls and chat.
- Work collaboratively with other departments to resolve questions.
- 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
- Analytical thinking and meticulous 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 your career in the financial services sector, this opportunity may be ideal for you.
-
Client Services Associate I
2 months ago
Orlando, Florida, United States SS&C Technologies Holdings Full timeJob Title: Investor Services Representative ILocation: Hybrid | RemoteSchedule: Anticipated to fall between 11AM and 9PM ESTCompany 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...
-
Client Services Associate I
2 months ago
Orlando, Florida, United States SS&C Technologies Holdings Full timeJob Title: Investor Services Representative ILocation: Hybrid | RemoteSchedule: Anticipated hours between 11AM and 9PM ESTCompany 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...
-
Client Service Associate
3 weeks ago
Orlando, Florida, United States Raymond James Full timeJob SummaryAs a Client Service Associate at Raymond James, you will play a vital role in administering and maintaining client accounts, providing exceptional support and direction to clients, and collaborating with internal teams to resolve issues and improve processes.Key ResponsibilitiesProvide top-notch support and guidance to clients regarding...
-
Client Service Associate
2 months ago
Orlando, Florida, United States Fairwinds Full timeJoin FAIRWINDS Credit Union as we seek enthusiastic individuals who are committed to enhancing financial literacy and thrive in a collaborative team setting. Our Client Service Associates are essential in supporting our members with a range of financial services while delivering outstanding customer care.If you excel at tackling challenges, setting and...
-
Sales Associate
7 days ago
Orlando, Florida, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we're committed to providing exceptional client experiences that drive sales growth and customer loyalty. As a Sales Associate - Client Service Expert, you'll play a key role in delivering outstanding service, building strong relationships, and exceeding client expectations.Key Responsibilities:Provide exceptional client service,...
-
Front Desk Associate
4 weeks ago
Orlando, Florida, United States Howard Johnson I-Drive Full timeJob DescriptionAs a Front Desk Associate at Howard Johnson I-Drive, you will be the first point of contact for our guests, providing exceptional customer service and ensuring a smooth and enjoyable stay.Key Responsibilities:Check-in and check-out guests, ensuring accurate and efficient processing of room assignments and payments.Respond to guest inquiries...
-
Client Support Associate
1 month ago
Orlando, Florida, United States M. Coast Full timeJob OverviewM. Coast is a pioneering company that delivers innovative and unparalleled client experiences. We are seeking a driven and enthusiastic individual to join our Client Support Associate team and contribute to our mission of building, operating, and growing our brand.The Client Support Associate plays a crucial role in increasing awareness for our...
-
Client Success Associate
2 weeks ago
Orlando, Florida, United States Mertzcrew Full timeAbout MertzcrewWe are a dynamic team that supports AV Companies with their live-event projects. Our mission is to provide exceptional support and help our clients succeed.Job DescriptionWe are seeking a skilled Client Success Associate to join our team. As a key member of our team, you will be responsible for providing a helpful human touch in a virtual...
-
Client Support Associate
1 week ago
Orlando, Florida, United States M. Coast Full timeJob Opportunity at M. CoastM. Coast is a leading provider of innovative solutions and services. We are seeking a highly motivated and customer-focused individual to join our team as a Client Support Associate.Key Responsibilities:Engage with potential customers to educate them on our clients' products and servicesBuild strong relationships with customers...
-
Luxury Brand Sales Associate
3 days ago
Orlando, Florida, United States Recruiting Firm - Client Company Full timeJob DescriptionSales/Stock Associate - Luxury BrandA prestigious luxury brand is seeking a Sales/Stock Associate to support their Orlando boutique in a Contracted capacity. This role requires a highly competent, proactive, self-motivated, and organized individual who can deliver outstanding one-on-one customer service.Responsibilities:Deliver exceptional...
-
IT Service Desk Analyst
2 months ago
Orlando, Florida, United States Mastech Digital Full timeWe are seeking a dedicated and skilled IT Service Desk Analyst - I Specialist to join our client's IT team at Mastech Digital. The ideal candidate will provide comprehensive IT support, including troubleshooting, onboarding, and imaging services. Additionally, this role will offer specialized support to C-Suite executives and handle technical support,...
-
Client Services Team Lead
2 weeks ago
Orlando, Florida, United States Pace® Analytical Services Full timeAbout UsPace Analytical Services is a leading provider of laboratory testing and analytical services. Our mission is to advance the science of businesses, industries, consulting firms, government agencies, and others by offering local-level service backed by a national laboratory network.We are committed to ensuring the safety and quality of our clients'...
-
Client Support Associate
2 weeks ago
Orlando, Florida, United States M. Coast Full timeAbout the RoleM. Coast is seeking a highly motivated and customer-focused Client Support Trainee to join our team. As a key member of our client-facing team, you will be responsible for delivering exceptional customer service and support to our clients in the telecommunications industry.Key ResponsibilitiesClient Experience: Provide a superior client...
-
Client Service Manager
4 weeks ago
Orlando, Florida, United States International Assets Advisory, LLC Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Manager to join our team at International Assets Advisory, LLC. As a key member of our support team, you will be responsible for providing exceptional client service and support to our remote advisors and clients.Key ResponsibilitiesAssist remote advisors with client account...
-
Client Services Team Lead
2 weeks ago
Orlando, Florida, United States Pace® Analytical Services Full timeAbout UsPace Analytical Services is a leading provider of laboratory services, committed to advancing the science of businesses, industries, consulting firms, government agencies, and others. With a national laboratory network and local-level service, we ensure the air, water, soil, and more are safe.Job DescriptionSummary: We are seeking a highly skilled...
-
Client Support Associate
4 weeks ago
Orlando, Florida, United States M. Coast Full timeJob OverviewM. Coast is seeking a highly motivated and detail-oriented Client Support Trainee to join our team. As a Client Support Trainee, you will play a critical role in providing exceptional customer service and support to our clients in the telecommunications industry.Key Responsibilities:Provide proactive and timely support to clients, ensuring their...
-
Client Services Coordinator
7 days ago
Orlando, Florida, United States Celmark International Full timeJob Title: Client Services CoordinatorJob SummaryThe Client Services Coordinator plays a crucial role in ensuring the smooth execution of client orders. This position involves coordinating with clients to initiate and manage order receipt, production, and delivery. Key responsibilities include monitoring project plans, schedules, and orders, as well as...
-
Guest Services Coordinator
2 months ago
Orlando, Florida, United States Howard Johnson I-Drive Full timePosition OverviewWe are seeking a dedicated and enthusiastic individual to fill the role of Front Desk Agent at Howard Johnson I-Drive. This position is crucial in delivering outstanding service to our guests, ensuring a seamless experience during their stay.Key Responsibilities:Managing guest arrivals and departures, including check-ins and...
-
Guest Services Coordinator
2 months ago
Orlando, Florida, United States Howard Johnson I-Drive Full timePosition OverviewWe are seeking a dedicated and enthusiastic individual to take on the role of Front Desk Agent at Howard Johnson I-Drive. This position is pivotal in delivering outstanding service to our guests, ensuring a seamless experience during their stay.Key Responsibilities:Facilitating guest check-ins and check-outs, managing room bookings, and...
-
Guest Services Coordinator
2 months ago
Orlando, Florida, United States Howard Johnson I-Drive Full timeOverview:We are seeking a dedicated and enthusiastic individual to fill the role of Front Desk Agent at Howard Johnson I-Drive. This position is crucial in delivering outstanding service to our guests and facilitating efficient check-in and check-out processes.Key Responsibilities:Managing guest arrivals and departures, including room assignments and...