SS&C Technologies · 8 hours ago
Investor Services Representative I (Retirement Services Contact Center)
Virginia, United States
Full-time
Hybrid
Entry Level
1+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking an Investor Services Representative I to evaluate, verify, and process service requests while delivering exceptional customer service in a hybrid work environment.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
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 sources—including inbound and outbound calls, email, facsimile, chat, and mail—to 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
Qualification
Required
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
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
High speed internet
Dedicated quiet workspace in your home to attend training and work without distraction, background noise and/or interruption
Preferred
Comprehensive knowledge of retirement plans and account details
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!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase