Experienced Investor Services Representative I – Financial Services and Retirement Planning Expertise

Introduction to SS&C Technologies

As a leading financial services and healthcare technology company, SS&C Technologies is headquartered in Windsor, Connecticut, and boasts an impressive global presence with 27,000+ employees in 35 countries. Our company is dedicated to providing expertise, scale, and technology to over 20,000 financial services and healthcare organizations worldwide, ranging from large corporations to small and mid-market firms. With a strong commitment to innovation and customer satisfaction, we are seeking a highly skilled Investor Services Representative to join our team.

Job Overview

We are excited to offer an exceptional opportunity for an Investor Services Representative I to work with our premier retirement planning and financial services team. As a key member of our multi-channel contact center operations, you will be responsible for delivering top-tier customer service, processing correspondence, and handling inbound/outbound calls and case items in our AWD system. If you are a motivated and adaptable professional with a passion for financial services and a commitment to excellence, we encourage you to apply for this exciting role.

Key Responsibilities

• Thoroughly review incoming requests from diverse sources, such as email, facsimile, chat, and mail, to discern the writer's intent for processing.
• Proficiently process 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 review transactions for precision and accuracy, recognizing the paramount importance of accuracy in this role.
• Collaborate with clients over chat/inbound/outbound calls to resolve complex and non-complex issues promptly and effectively.
• Engage in chat, fax, and email correspondence with clients.
• Actively liaise with other departments to resolve issues and address inquiries.
• Actively participate in cross-training initiatives across various departments to broaden your knowledge and skill set.

Essential Qualifications

• 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.

Preferred Qualifications

• Previous experience in financial services, customer service, or a related field.
• Knowledge of financial markets, investment products, and retirement planning.
• Experience with contact center operations and customer relationship management software.
• Strong analytical and problem-solving skills, with the ability to think critically and outside the box.

Skills and Competencies

• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Strong technical skills, including proficiency in Microsoft Office and other software applications.
• Ability to work in a fast-paced environment, with a high level of adaptability and flexibility.
• Strong attention to detail, with a commitment to accuracy and quality.
• Ability to work independently and as part of a team, with a strong sense of collaboration and teamwork.

Career Growth Opportunities and Learning Benefits

At SS&C Technologies, we are committed to the growth and development of our employees. As an Investor Services Representative I, you will have access to a range of training and development opportunities, including:

• Hands-on, team-customized training, including SS&C University.
• Cross-training initiatives across various departments to broaden your knowledge and skill set.
• Professional development opportunities, including tuition reimbursement and 401k matching program.
• Opportunities for career advancement and growth within the company.

Work Environment and Company Culture

At SS&C Technologies, we pride ourselves on our friendly and inclusive company culture. As an Investor Services Representative I, you will be part of a dynamic and supportive team, with a range of benefits and perks, including:

• Flexible work arrangements, including hybrid and remote work models.
• Business casual dress code, including jeans.
• Flexible personal/vacation time off, sick leave, and paid holidays.
• Comprehensive benefits package, including medical, dental, vision, and employee assistance program.
• Commitment to diversity and inclusion, with a range of initiatives and programs to support underrepresented groups.

Compensation, Perks, and Benefits

We offer a competitive salary range of $18-$20 per hour, depending on experience and location. In addition to your salary, you will also be eligible for a range of benefits and perks, including:

• 401k matching program.
• Tuition reimbursement and professional development opportunities.
• Comprehensive benefits package, including medical, dental, vision, and employee assistance program.
• Flexible work arrangements, including hybrid and remote work models.
• Business casual dress code, including jeans.
• Flexible personal/vacation time off, sick leave, and paid holidays.

Conclusion

If you are a motivated and adaptable professional with a passion for financial services and a commitment to excellence, we encourage you to apply for this exciting opportunity. As an Investor Services Representative I, you will be part of a dynamic and supportive team, with a range of benefits and perks, and opportunities for career growth and development. Don't miss out on this chance to join our friendly team and take your career to the next level. Apply now and discover a rewarding and challenging role that will utilize your skills and experience to deliver exceptional results.

We encourage you to apply, even if you feel you're not a perfect match. We are looking for great people to join our team, and we can't wait to hear from you. Apply today and take the first step towards an exciting and rewarding career with SS&C Technologies.