Investor Service Representative I
Investor Service Representative I
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1 Vacancy
Job Description
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Investor Service Representative I
Locations: Kansas City MO Hybrid - 6 days per month in office.
Get To Know The Team:
As an Investor Services Representative II in our Alternative Investments Contact Center you will use your customer service advanced analytical and problem solving skills while speaking with callers to provide excellent service on each call. You will collaborate with management and will aid in leading the team by sharing your knowledge. You will also assist in troubleshooting and resolving complex issues.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code including jeans
Your Future: 401k Matching Program Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
Training: Hands-On Team-Customized including SS&C University
Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
Provides world class customer service to customers by answering questions resolving issues and assisting with Alternative Investment products.
Provides routine information regarding specific client information research investors issues while providing accurate and concise information.
Takes a multiple of client call concerns and be available to handle more complex or escalated caller inquires.
Reviews prepares and processes transactions on investor account.
Researches complex issues for customers supporting their requests making outbound calls to provide customers with updates or to gain additional information.
Performs special project assignments from time to time such as research work obtaining special authorizations outbound calls and data entry.
What You Will Bring:
Excellent interpersonal and professional communication skills
Demonstrated enthusiasm for providing quality service in a professional environment
Ability to thrive in a dynamic team environment while remaining knowledgeable of our evolving industry
Ability to communicate complex financial information in tangible simple terms
Proven ability to adapt your communication style based on the customers level of understanding in order to meet their needs
Strong commitment to continuous learning and development
Previous financial services experience preferred but not required
Bachelors degree or equivalent combination of work and education experience preferred
Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.
SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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