Multi-Channel Contact Center Representative I

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.
Job Description
Job Title: Multi-Channel Contact Center Representative
Locations:Hybrid | Quincy, MA
Remote | Alabama, Arizona, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Nevada, North Carolina, New Hampshire, New Jersey, Nevada, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Wisconsin, Wyoming
Schedules range from 8am - 8pm EST.
Get To Know The Team:
SS&C Technology is a leading provider of retirement planning and financial services, committed to empowering individuals to secure their financial future. We are currently seeking a highly skilled Multi-Channel Contact Center Representative with a specialization in Plan Help and Plan Sponsors. This role requires expertise in processing inbound and outbound calls related to both business discussions and personal 401k matters within our Contact Center environment.
Why You Will Love It Here!

• Flexibility: Hybrid and Remote Work Models & a Business Casual Dress Code, including jeans
• Your Future: 401k matching program, professional development, and tuition reimbursement available
• 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:
As a Multi-Channel Contact Center Representative at SS&C, you will play a pivotal role in delivering exceptional service to our clients through inbound and outbound calls. Your key responsibilities will include:

• Inbound call processing: Handle incoming calls from clients with a focus on providing assistance related to Plan Help and Plan Sponsors.
• Outbound call processing: Initiate outbound calls to address business discussions and personal 401k matters, ensuring a proactive and client-focused approach.
• Quality review of transactions: Meticulously review transactions for precision and accuracy, recognizing the vital importance of accuracy in this role.
• Client engagement: Provide specialized assistance in handling Plan Sponsor-related inquiries, both in business discussions and personal 401k matters.
• Interdepartmental collaboration: Actively liaise with other departments to resolve problems, address inquiries, and provide comprehensive support.
• Cross-functional training: Actively participate in cross-training initiatives across various departments to broaden your knowledge and skill set.

What You Will Bring:
To excel in this position, you should possess the following qualifications and competencies:

• 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.
• 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.
• High School Diploma or equivalent required
• Demonstrated ability to meet deadlines, remain adaptable and flexible with change.
• Self-motivation with demonstrated ability to work and collaborate in a virtual environment.
• Demonstrated ability to meet deadlines, remain adaptable and flexible with change.
• Excellent active listening skills to address and resolve customer inquiries empathetically and efficiently.

If you are a motivated and adaptable professional who is passionate about delivering outstanding customer service and aspires to advance your career in the financial services industry, we encourage you to apply through our careers page on the corporate website at www.ssctech.com/careers.
#LI-JW3 #LI-HYBRID #LI-REMOTE
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.