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 Description

Investor Service Representative I

Locations: Kansas City, MO | Hybrid - 6 days per month in office.

Get To Know The Team: 

As an Investor Services Representative II 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  

Wide Ranging 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: 

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! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ 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.