Research & Correspondence Representative
Company: SS&C Technologies
Location: Kansas City
Posted on: January 26, 2023
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
If you see your opportunity in complexity , then we are the right
fit for you.
As a Representative within our Correspondence team, you will be
responsible for providing transaction processing services with a
customer-focused approach. In this role, you are the front line to
our clients and our clients' clients. You will write and/or quality
control various types of correspondence work types requested by
clients, shareowners, financial advisors, and other interested
parties in accordance with quality and productivity standards set
for the team. You will also have an opportunity to support our
inbound Contact Center lines as needed for call overflow Strong
verbal and written communication skills are required to succeed in
this role. You will work as part of a team for the purpose of
providing proactive and innovative solutions to customers. Team
members share a commitment to professional development and delivery
of quality service.
+ Reviews incoming requests through various channels including
email, facsimile and mail to determine the intent of the writer for
+ Processes a variety of routine and complex responses to customers
via letter, e-mail and phone while meeting or exceeding department
standards for productivity and quality.
+ Review transactions for quality, ensuring the accuracy of the
work entered; accuracy is vitally important in this role as you
deal with investments.
+ On occasion, works with clients over the phone in order to
resolve complex issues.
+ May be asked to assist with overflow of inbound calls once weekly
and/or as needed based on volumes to support bu
+ Communicates by telephone, fax, and email correspondence with
shareholders, participants, broker/dealers and others to verify
information and clarify requests or provide appropriate
documentation to customers as requested.
+ Interacts with other departments within DST to resolve problems
and answer questions.
+ You will have the opportunity to cross train in different areas
to expand your knowledge base and help you develop new skills as
you advance in the company.
+ High school degree and up to 1 year of work-related
+ Mutual Fund, TA2000 and AWD experience preferred
+ Previous banking, financial services, retail, and/or customer
+ Excellent written and/or verbal communication skills with strong
attention to detail
+ Proficient MS Office Skills
+ Ability to prioritize and remain organized to complete tasks
within established deadlines
+ Research, analytical and problem resolution skills
+ Intermediate PC skills with the ability to maneuver between
multiple open windows
+ Keyboarding skills with ability to type at least 30 WPM with a
high degree of accuracy
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
. 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 PeopleCenter@dstsystems.com for assistance.
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.
Keywords: SS&C Technologies, Kansas City , Research & Correspondence Representative, Other , Kansas City, Kansas
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