Offer summary

Qualifications:

Relevant work experience in customer service, preferably in retail, banking, or financial services., Strong verbal and written communication skills., Intermediate computer skills, including navigating multiple systems., College degree preferred or equivalent work experience..

Key responsibilities:

Respond to caller inquiries with accuracy and professionalism.

Provide comprehensive shareholder and transfer agency services.

Research and resolve complex customer issues.

Maintain accurate records and process financial transactions.

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 services and healthcare organizations, from the worlds largest companies to small and midmarket 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

· WorkLife Balance: Flexible PersonalVacation 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: HandsOn, TeamCustomized, 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 fullservice solutions and comprehensive transfer agency andor shareholder services.

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

· May be responsible for providing onthejob training for newer associates.

· Daily work includes call center activity, transaction processingdata entry, customer correspondence, and quality assurance.

· Maintain records for customers (e.g. shareholders, brokerdealers, thirdparty entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.

· Process financial and nonfinancial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industryrelated productssystems.

· Associates within this role evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, andor 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 analyticalproblem 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 at www.ssctech.comcareers .

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Unless 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 feebased 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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.