Customer Service Call Center Representative

4 Months ago • All levels • Finance

Job Summary

Job Description

This role requires excellent communication and problem-solving skills to provide top-notch customer service for alternative investment products. You'll assist clients with inquiries, resolve issues, and process transactions, while collaborating with a team in a dynamic environment.
Must have:
  • Customer Service
  • Communication Skills
  • Problem Solving
  • Financial Services
Good to have:
  • Complex Issues
  • Outbound Calls
  • Data Entry
  • Financial Information
Perks:
  • Hybrid Work
  • 401k Matching

Job Details

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Job Title: Customer Service Call Center Representative

Locations: Kansas City | Hybrid: 6 days per month onsite in downtown Kansas City

 

Get To Know The Team: 

As an Investor Services Representative 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  

·       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: 

·       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 investor’s 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 customer’s level of understanding in order to meet their needs

·       Strong commitment to continuous learning and development

·       Previous financial services experience preferred but not required

·       Bachelor’s degree or equivalent combination of work and education experience preferred

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.com/careers.

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 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.

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