Retirement Services Representative (Inbound Call Center)

SS&C Technologies

Washington,DC

11/28/2020

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

Company Overview

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Role Overview

Our Retirement Services division is a Financial Services leader in public sector employee retirement products and services. As a Representative within the Participant Services team, you will serve as the primary point of contact for plan participants and investors. You will be responsible for responding to participant and investor inquiries and transaction needs to support building retirement security. In this role, you will have the opportunity to address participants' questions or concerns in the areas of investments, plan regulations, account specific information, online support, account maintenance, and account transactions via telephone in a professional, timely and accurate manner.

Responsibilities

  • Provide excellent service to participants by utilizing effective listening skills to identify and address stated and unstated needs.

  • Demonstrate the ability to utilize effective communication skills to diffuse challenging situations and provide accurate and complete information in a clear, courteous, manner.

  • Demonstrate basic knowledge of retirement products and services and the rules and regulations governing retirement plans.

  • Perform account maintenance and account transactions such as loan and disbursement requests in a timely and accurate manner.

  • Assist participants with form completion, transaction processing and inquires, online access, plan enrollment, system navigation, and account specific inquiries.

  • Research, track and resolve basic account issues by working with other internal resources.

  • Help guide and educate participants regarding resources, products, and services available.

  • Other duties as assigned.

Qualifications

  • High School Diploma or equivalent.

  • 1 year of experience in a call center or financial services or similar environment required. BA in lieu of experience.

  • Plan record keeping experience is a plus.

  • Excellent verbal and written communication skills.

  • Strong telephone service skills.

  • Ability to utilize active listening.

  • Research and problem resolution skills.

  • Proficient in MS Office including Outlook.

  • Ability to interact with others in a courteous and professional manner.

  • Ability to work under pressure.

  • Proven flexibility.

  • Strong attention to detail.

  • Knowledge of Salesforce preferred.

Location:

Washington District of Columbia

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at [email protected] for assistance.

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