Call Center Representative II (Mutual Funds, Inbound)

Investor Services Representative II

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 services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title : Investor Services Representative II

Locations : Remote

Get To Know The Team

As an Investor Services Representative II, you will be responding to caller inquiries with an expected high level of accuracy, while providing an excellent quality customer service experience. This position is an excellent entry level opportunity that will have you professionally interacting with shareholders, brokers and dealers in our inbound call center.

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 Range 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

Provide internal and external customers with full-service solutions and comprehensive transfer agency and / or shareholder services.

Researches, resolves, and responds to inquiries and problems of a more complex nature.

May be responsible for providing on-the-job training for newer associates.

Daily work includes call center activity, transaction processing / data entry, customer correspondence, and quality assurance.

Maintain records for customers (e.g. shareholders, broker / dealers, third-party entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.

Process financial and non-financial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industry-related products / systems.

Associates within this role evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, and / or legal regulations.

What You Will Bring

College degree preferred or relevant work experience

At least one year of previous customer service experience within retail, banking or financial services required

Excellent communication skills verbal and written.

Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems.

Strong analytical / problem solving, ability to research and resolve complex issues usually requiring the coordination of multiple resources.

Quiet space free of distractions to work remotely as needed in times where the office may not be accessible; with access to a personal laptop or computer, WiFi connection, and either a land line or cellular phone with unlimited minutes.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website.

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.