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Client Services Associate

2 months ago

Orlando, Florida, United States SS&C Advent Full time

Position Overview:
As a Client Services Associate, you will play a vital role in our inbound contact center, assisting clients in achieving their financial aspirations.

Key Responsibilities:
In this role, you will handle a variety of mutual fund investment inquiries from both shareholders and financial advisors. Your tasks will include:
1. Establishing new accounts and processing transactions such as contributions and withdrawals.
2. Educating clients on the necessary legal requirements and certifications.
3. Providing comprehensive solutions and support for transfer agency and shareholder services.

Work Environment:
We offer a hybrid work model that allows for flexibility in your work location. Enjoy a business casual dress code that includes jeans.

Benefits:
We are committed to your future with:
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Medical, Dental, and Vision Coverage
- Employee Assistance Program
- Parental Leave
- Diversity & Inclusion initiatives
- Discounts on fitness clubs and travel.

Qualifications:
To succeed in this position, you should possess:
- A High School Diploma (Bachelor's degree preferred).
- Previous experience in customer service, preferably in retail, banking, or financial services.
- Strong communication skills, both verbal and written.
- Intermediate computer skills and the ability to navigate multiple systems.
- A passion for delivering excellent service and a keen attention to detail.
- A reliable high-speed internet connection and a dedicated workspace for training and work.

Join us in our mission to provide exceptional service and support to our clients, helping them navigate their financial journeys.