Investor Services Representative I - Remote/Hybrid - Financial Services & Retirement Planning Expert

Unlock Your Career Potential with SS&C Technologies At SS&C Technologies, a leading financial services and healthcare technology company, we're on a mission to empower individuals to secure their financial future. With a global presence spanning 35 countries and a team of 27,000+ experts, we're dedicated to delivering innovative solutions that drive success for our clients. As a premier provider of retirement planning and financial services, we're seeking a highly skilled Investor Services Representative I to join our dynamic team. About the Role We're looking for a talented professional to excel in our multi-channel contact center operations, providing top-tier customer service and support to our clients. As an Investor Services Representative I, you'll be the face of our organization, working closely with clients to resolve complex and non-complex issues, processing correspondence, and delivering exceptional service across various channels. 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, providing timely and effective solutions. Actively liaise with other departments to resolve issues and address inquiries, fostering a culture of collaboration and teamwork. Participate in cross-training initiatives across various departments to broaden your knowledge and skill set, driving personal and professional growth. Essential Qualifications & Competencies To excel in this role, you'll need to possess the following essential 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, or the ability to quickly acquire it. Strong organizational skills with the ability to prioritize tasks and consistently meet established deadlines. Proficiency in research, analytical thinking, and problem resolution, with a keen eye for detail. An unwavering commitment to precision and attention to detail, driving accuracy and quality in all aspects of your work. High School Diploma or equivalent required. Preferred Qualifications While not mandatory, the following qualifications can give you a competitive edge: Previous experience in a financial services or customer-facing role. Familiarity with contact center operations and technology. Knowledge of SS&C's products and services, or a willingness to learn. What We Offer At SS&C Technologies, we're committed to providing a supportive and inclusive work environment that fosters growth, development, and well-being. Here are just a few benefits you can expect: Flexible work arrangements, including hybrid and remote work models, to support work-life balance. A business casual dress code, including jeans, to promote comfort and confidence. A comprehensive benefits package, including medical, dental, vision, and employee assistance programs. A 401k matching program, professional development opportunities, and tuition reimbursement to support your career goals. Flexible personal/vacation time off, sick leave, and paid holidays to ensure you have time to recharge. Discounts on fitness clubs, travel, and more, to enhance your overall well-being. A culture of diversity, equity, and inclusion, where everyone is valued and respected. Career Growth Opportunities At SS&C Technologies, we're committed to helping you grow and develop your skills. As an Investor Services Representative I, you'll have opportunities to: Develop your knowledge and expertise in financial services and retirement planning. Enhance your customer service and communication skills. Expand your technical skills, including proficiency in contact center technology. Take on new challenges and responsibilities, driving personal and professional growth. Work Environment We're proud to offer a dynamic and inclusive work environment that supports your well-being and success. As a remote or hybrid employee, you'll need to have: High-speed internet to ensure seamless connectivity. A dedicated quiet workspace in your home to attend training and work without distraction, background noise, and/or interruption. Compensation & Benefits We're committed to offering a competitive compensation package that reflects your skills, experience, and qualifications. While salary ranges may vary depending on location and other factors, we're committed to providing a fair and equitable compensation structure. Our benefits package is designed to support your overall well-being and financial security. Join Our Team! If you're a motivated and adaptable professional who is passionate about delivering outstanding customer service and aspires to advance your career in the financial services industry, we encourage you to apply today. At SS&C Technologies, we're committed to creating a culture of excellence, innovation, and inclusion. We look forward to welcoming you to our team! SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other classification protected by applicable discrimination laws. Apply for this job