SS&C Technologies
Investor Services Representative – Entry Level
USARemotePosted Today
Full TimeEntryRemoteUS
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Job Description
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 serv
Key Highlights
- Client Relationship Management: Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries.
- Research & Issue Resolution: Investigate and resolve complex client issues, offering clear and concise solutions. This includes making outbound calls for updates or gathering additional information.
- Service Delivery Oversight: Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
- Transaction Processing & Support: Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
- Escalation Management: Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
Qualifications
Required Qualifications
- A Bachelor’s degree, or a high school diploma with at least 2 years of related experience.
- Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients.
- Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company.
- Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance.
- Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction.
- Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided).
- Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks.
- A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies.
- Must be willing to work on site 6 days/month
- Regular hours will be 8:00 AM – 4:30 PM CST
- Initial training will be one month from 8 AM – 5 PM CST
About the Company
SS&C Technologies
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Job Details
Employment Type
Full Time
Experience Level
Entry
Location
USA
Work Mode
Remote
Posted
Today
Country
US