Investor Services Call Center
Investor Services Call Center
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Not Disclosed
Salary Not Disclosed
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 Services Call Center
Location: Denver CO Hybrid
Get To Know The Team:
Join our amazing team striving to exceed client expectations with every interaction. This group The Transfer Agency provides back-office financial services to over 40 Clients and their investors supporting multiple types of funds. These services include establishing accounts processing shareholder and broker/dealer trades facilitating money movement between the fund and shareholders completing analysis of fund and investor data and more. If you are driven and enjoy client interaction you should apply! We will train!
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
- 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:
- Respond to shareholder and Broker/Dealer inquiries related to general account information fund performance fund portfolio holdings cost basis etc.
- Review new account documentation and establish accounts as needed
- Review and respond to requests from clients intermediaries and shareholders
- Communicate complex financial information in tangible simple terms
- Analyze and complete trades maintenances statement requests and written inquiries
- Correspond with and contact Dealers and Investors as needed
- Research and callout to Broker/Dealers in regards to NSCC trading
- Perform callout campaigns for Clients
What You Will Bring:
- Bachelors degree or equivalent combination of work and education experience preferred
- Must have previous customer service experience and ideally financial services
- Attention to detail accuracy and ability to multitask required
- Computer experience (Word Excel Microsoft Outlook)
- Ability to work independently as well as in a team environment
- Must be willing to work on site 6 days/month
- Regular hours will be 7:00 AM - 3:30 PM MT
- Initial training will be one month from 7 AM - 4 PM MT
Thank you for your interest in SS&C! To further explore this opportunity please apply through our careers page on the corporate website at 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 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.
Salary is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.Colorado: Salary range for the position: 19.00 USD/hour to 26.00 USD/hour.Employment Type
Full-Time
