Investor Services Representative I (Evening Shift) ID-1410

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Investor Services Representative I

Locations: Hybrid | Quincy, MA

Remote | Alabama, Arizona, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Nevada, North Carolina, New Hampshire, New Jersey, Nevada, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Wisconsin, Wyoming

Schedules are anticipated to fall between 11AM and 9PM EST.

Get To Know The Team:

SS&C Technologies is a premier provider of retirement planning and financial services, dedicated to helping individuals secure their financial future. We are seeking a highly skilled Investor Services Representative with expertise in our multi-channel contact center operations. This position demands versatility and excellence in processing correspondence, inbound/outbound calls, case items in the AWD system, and delivering top-tier customer service.

Why You Will Love It Here!

• Flexibility: Hybrid and Remote Work Models & a Business Casual Dress Code, including jeans
• Your Future: 401k matching program, professional development, and tuition reimbursement available
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to welcoming, celebrating and thriving on diversity
• Training: Hands-on, team-customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!
  
  

What You Will Get To Do:

• Thoroughly reviewing incoming requests from diverse sources, such as email, facsimile, chat, and mail, to discern the writer's intent for processing.
• Proficiently processing a wide range of routine and complex customer responses through letters and emails, while consistently meeting or exceeding departmental standards for productivity and quality.
• Meticulously reviewing transactions for precision and accuracy, recognizing the paramount importance of accuracy in this role.
• Collaborating with clients over chat/inbound/outbound calls to resolve complex and non-complex issues promptly and effectively.
• Engaging in chat, fax, and email correspondence with clients.
• Actively liaising with other departments to resolve issues and address inquiries.
• Actively participating in cross-training initiatives across various departments to broaden your knowledge and skill set.
  
  

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What You Will Bring:

To excel in this position, you should possess the following qualifications and competencies:

• Exceptional communication skills, encompassing both verbal and written communication.
• Proficiency in computer navigation and typing, with a minimum typing speed of 40 words per minute and a high degree of accuracy.
• Comprehensive knowledge of retirement plans and account details.
• Strong organizational skills with the ability to prioritize tasks and consistently meet established deadlines.
• Proficiency in research, analytical thinking, and problem resolution.
• An unwavering commitment to precision and attention to detail.
• High School Diploma or equivalent required
  
  

Required Minimum Work-Space and Internet Specifications:

• High speed internet
• Dedicated quiet workspace in your home to attend training and work without distraction, background noise and/or interruption.