Customer Service Call Center Representative

About the position

The Customer Service Call Center Representative at SS&C will provide exceptional service to clients in the Alternative Investments Contact Center. This role involves utilizing customer service skills, advanced analytical abilities, and problem-solving techniques to assist callers with their inquiries and issues. The representative will also collaborate with management and contribute to team leadership by sharing knowledge and troubleshooting complex problems.

Responsibilities

• 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, researches investor's issues while providing accurate and concise information.
• Handles a variety of client call concerns and is available to manage more complex or escalated caller inquiries.
• Reviews, prepares and processes transactions on investor accounts.
• 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.

Requirements

• 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

Benefits

• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical, Dental, Vision
• Employee Assistance Program
• Parental Leave
• Discounts on fitness clubs, travel and more