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Investor Services Representative I & II (Retirement Services Contact Center)

Investor Services Representative I & II (Retirement Services Contact Center)

Blue Prism GroupLancaster, PA, US
1 day ago
Job type
  • Full-time
Job description

Investor Services Representative I & II

SS&C Technologies is a premier provider of retirement planning and financial services, dedicated to helping individuals secure their financial future. We are seeking highly skilled Investor Services Representatives with expertise in contact center operations. This position demands versatility and excellence in processing correspondence, inbound / outbound calls, case items in the AWD system, and delivering top-tier customer service.

Why You Will Love It Here!

  • Flexibility : Hybrid Work Model and 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 :

  • Evaluate, verify, and process service requests from plan participants, employers, recordkeepers, third-party administrators, financial advisors, and financial institutions.
  • Thoroughly review incoming requests from diverse sourcesincluding inbound and outbound calls, email, facsimile, chat, and mailto accurately determine intent and appropriate action.
  • Process retirement plan transactions (401(k), 403(b), 457(b), and defined contribution plans), ensuring accuracy and compliance with internal procedures and industry regulations.
  • Maintain and update participant records with precision, emphasizing the importance of data integrity and regulatory compliance.
  • Communicate with clients via chat, phone, and email to resolve routine and complex service issues in a timely and professional manner.
  • Compose and respond to customer correspondence with a high degree of clarity and quality, consistently meeting productivity and quality standards.
  • Collaborate cross-functionally with other departments to troubleshoot and resolve service or processing issues.
  • Participate in ongoing cross-training to expand skill sets and support broader operational needs with intermediate-level expertise.

    • What You Will Bring :

  • Exceptional communication skills, encompassing both verbal and written communication.
  • Proficiency in computer navigation and typing, with a minimum typing speed of 40 words per minute and a high degree of accuracy.
  • Comprehensive knowledge of retirement plans and account details preferred.
  • Strong organizational skills with the ability to prioritize tasks and consistently meet established deadlines.
  • Proficiency in research, analytical thinking, and problem resolution.
  • An unwavering commitment to precision and attention to detail.
  • Minimally requires a high school degree and 1 year of related experience for level I representatives.
  • 2 years of related experience for level II representatives.

    • Required Minimum Workspace and Internet Specifications :

  • High speed internet
  • Dedicated quiet workspace in your home to attend training and work without distraction, background noise and / or interruption.

    • 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.

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    Service Representative Ii • Lancaster, PA, US

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