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 Title: Investor Customer Service Representative - Hybrid

Locations: Denver, CO | Hybrid

Get To Know The Team:
Join our amazing team, striving to exceed client expectations with every interaction.
This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. If you are driven and enjoy client interaction, you should apply! We will train!

Why You Will Love It Here!

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeansYour Future: 401k Matching Program, Professional Development ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid HolidaysYour Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental LeaveDiversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on DiversityTraining: Hands-On, Team-Customized, including SS&C UniversityExtra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Respond to shareholder and Broker/Dealer inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc.Review new account documentation and establish accounts as neededReview and respond to requests from clients, intermediaries and shareholdersCommunicate complex financial information in tangible, simple termsAnalyze and complete trades, maintenances, statement requests and written inquiriesCorrespond with and contact Dealers and Investors as neededResearch and callout to Broker/Dealers in regards to NSCC tradingPerform callout campaigns for Clients

What You Will Bring:

Bachelor’s degree or equivalent combination of work and education experience preferredMust have previous customer service experience and be able to multi taskAttention to detail and accuracyComputer experience (Word, Excel, Microsoft Outlook)Ability to work independently as well as in a team environmentMust be willing to work on site 6 days/monthHours are 8:00 AM - 5:00 PMInitial training will be one month on site 5 days/week from 8:30 AM - 5:30 PM

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.

#LI-RS1
#LI-HYBRID

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.

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

Colorado: Salary range for the position: $19.00 USD/hour to $26.00 USD/hour.