Inbound Call Center Representative - Investor Services

SS&C Technologies • Remote - Florida, US, IN

5d • $17 - $30

About The Position

SS&C is hiring Investor Services Representatives II and III to respond to caller inquiries accurately and provide excellent customer service. This entry-level opportunity involves professional interactions with shareholders, brokers, and dealers in an inbound call center. Positions are listed as hybrid and remote across various states.

Requirements

• At least one year of customer service experience in retail, banking, or financial services.
• Strong problem-solving and decision-making skills within structured procedures.
• Excellent communication and customer service skills.
• Ability to manage multiple tasks and priorities effectively.
• Ability to work independently and as part of a team.
• Intermediate computer proficiency, including keyboarding and navigating multiple computer systems.

Nice To Haves

• College degree or relevant work experience.
• Communication and relationship-building skills.
• Analytical and problem-solving skills.
• Technical proficiency.
• Organization and time-management skills.
• Industry knowledge.

Responsibilities

• Provide inbound call support and respond to caller inquiries.
• Resolve operational issues.
• Mentor and train new employees.
• Oversee and report on service levels.
• Support client onboarding, training, and change management.
• Maintain documentation and support compliance and quality.
• Contribute to process and performance improvement.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• Possible annual consideration for equity awards, such as restricted stock units or stock options, based on individual and business performance and company discretion

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed