4 Jobs in Illinois, IL
SS&C Technologies Holdings is Hiring a Remote Call Center Representative (Mutual Funds, Inbound)
Job Description
Job Title : Investor Services Representative I and II
Locations :
Hybrid and / or Remote Work Opportunity for the following markets : Missouri, Massachusetts
Remote / Work from home opportunity for the following markets : Alabama, Colorado, Connecticut, Delaware, Florida, Georgia, Kansas, Maine, Massachusetts, Missouri, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia.
Get To Know The Team :
As an Investor Services Representative, you will work in a dynamic inbound contact center assisting people reach their personal financial goals.
In this position you will respond to a variety of mutual fund investment requests from shareholders and financial professionals.
This can include establishing new accounts, processing various transactions such as contributions, withdrawals, and maintenance, and educating customers on the legal requirements and certifications needed.
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 :
- Provide internal and external customers with full-service solutions and comprehensive transfer agency and / or shareholder services.
- 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 :
- High School Diploma required; Bachelor’s degree or equivalent combination of work and education experience preferred
- Banking, investment or a financial background preferred.
- At least one year of previous customer service experience within retail, banking or financial services preferred.
- Excellent communication skills verbal and written.
- Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems.
- Passion for excellence in service and strong attention to detail.
- High speed internet with wired connection
- Work space in your home to attend training and work without interruption
Job Summary
Full Time
$37k-48k (estimate)
06/01/2024
07/30/2024
The job skills required for Call Center Representative (Mutual Funds, Inbound) include Customer Service, Call Center, Communication Skills, Data Entry, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Call Center Representative (Mutual Funds, Inbound). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Call Center Representative (Mutual Funds, Inbound). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Call Center Representative (Mutual Funds, Inbound) positions, which can be used as a reference in future career path planning. As a Call Center Representative (Mutual Funds, Inbound), it can be promoted into senior positions as a Contact Center Representative IV - Inbound that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Call Center Representative (Mutual Funds, Inbound). You can explore the career advancement for a Call Center Representative (Mutual Funds, Inbound) below and select your interested title to get hiring information.
If you are interested in becoming a Call Center Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Call Center Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Call Center Representative job description and responsibilities
Call center representatives must be professional throughout each phone call and to other call center employees.
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A successful Call Center Representative must have an excellent attitude towards their work and empathy for their customers' needs.
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The representatives should also use their problem-solving skills to resolve customer queries effectively.
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The Call Center Customer Service Representative must be able to deliver outstanding customer service to ensure customers receive the best customer service experience.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Call Center Representative jobs
Working as a call center representative requires a fast typing ability.
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Due to the sensitivity of the call type, all representatives will be required to pass a Personnel Security suitability determination and adhere to strict privacy policies.
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Previous call center experience preferred but not required.
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Step 3: View the best colleges and universities for Call Center Representative.
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