Call Center Representative (Mutual Funds, Inbound)
Description
Job Title : Investor Services Representative I
Locations :
Hybrid and / or Remote Work Opportunity for the following markets : Missouri, Massachusetts
Remote / Work from home opportunity for the following markets : Alabama, Colorado, Connecticut, Delaware, Florida, Georgia, Kansas, Maine, Massachusetts, Missouri, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia.
Get To Know The Team :
As an Investor Services Representative, you will work in a dynamic inbound contact center assisting people reach their personal financial goals.
In this position you will respond to a variety of mutual fund investment requests from shareholders and financial professionals.
This can include establishing new accounts, processing various transactions such as contributions, withdrawals, and maintenance, and educating customers on the legal requirements and certifications needed.
Why You Will Love It Here!
- Flexibility : Hybrid Work Model & a 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
- 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 :
- Provide internal and external customers with full-service solutions and comprehensive transfer agency and / or shareholder services.
- Daily work includes call center activity, transaction processing / data entry, customer correspondence, and quality assurance.
- Maintain records for customers (e.g. shareholders, broker / dealers, third-party entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.
- Process financial and non-financial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industry-related products / systems.
- Associates within this role evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, and / or legal regulations.
What You Will Bring :
- High School Diploma required; Bachelor’s degree or equivalent combination of work and education experience preferred
- Banking, investment or a financial background preferred.
- At least one year of previous customer service experience within retail, banking or financial services preferred.
- Excellent communication skills verbal and written.
- Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems.
- Passion for excellence in service and strong attention to detail.
- High speed internet with wired connection
- Work space in your home to attend training and work without interruption
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com / careers.
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
Related Jobs
Call Center Representative (Mutual Funds, Inbound)
Description
Job Title : Investor Services Representative I
Locations :
Hybrid and / or Remote Work Opportunity for the following markets : Missouri, Massachusetts
Remote / Work from home opportunity for the following markets : Alabama, Colorado, Connecticut, Delaware, Florida, Georgia, Kansas, Maine, Massachusetts, Missouri, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia.
Get To Know The Team :
As an Investor Services Representative, you will work in a dynamic inbound contact center assisting people reach their personal financial goals.
In this position you will respond to a variety of mutual fund investment requests from shareholders and financial professionals.
This can include establishing new accounts, processing various transactions such as contributions, withdrawals, and maintenance, and educating customers on the legal requirements and certifications needed.
Why You Will Love It Here!
- Flexibility : Hybrid Work Model & a 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
- 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 :
- Provide internal and external customers with full-service solutions and comprehensive transfer agency and / or shareholder services.
- Daily work includes call center activity, transaction processing / data entry, customer correspondence, and quality assurance.
- Maintain records for customers (e.g. shareholders, broker / dealers, third-party entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.
- Process financial and non-financial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industry-related products / systems.
- Associates within this role evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, and / or legal regulations.
What You Will Bring :
- High School Diploma required; Bachelor’s degree or equivalent combination of work and education experience preferred
- Banking, investment or a financial background preferred.
- At least one year of previous customer service experience within retail, banking or financial services preferred.
- Excellent communication skills verbal and written.
- Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems.
- Passion for excellence in service and strong attention to detail.
- High speed internet with wired connection
- Work space in your home to attend training and work without interruption
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com / careers.
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
Data Center Facility Operations Director
This opportunity is working directly with a leading mission-critical data center developer / wholesaler / colo provider. This firm provides data center solutions custom-fit to the requirements of their client's mission-critical operational facilities.
They provide reliability of mission-critical facilities for many of the world's largest organizations facilities supporting Enterprise Clients and Hyperscale Companies.
This career-growth minded opportunity offers exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits.
Data Center Facility Operations Director - Boston, MA
This position is also available in : Secaucus, NJ , Chicago IL , or New York City.
We are looking for an experienced Data Center Facility Operations Director to support multiple data centers. The Director will be responsible for managing the overall quality and service of the operation and maintenance of multiple critical facility infrastructure systems in accordance with company's policies and procedures.
These Data Centers are a 7x24x365 a year operation. The director will work with the data center facility managers in maintaining the relationships with various customers.
The successful candidate will oversee the work performed by in-house data center facility manager to ensure each site is meeting the high and dynamic standards of their internal customers.
The successful candidate will also provide consistent leadership and support through planning, communicating, and managing a team of professionals responsible to deliver data center facility services.
Responsibilities include the delivery of quality and consistent services and support as established by the Corporation while satisfying unique customer requirements, managing issue resolution and ensuring proper performance reporting of key metrics for the region, establishing goals and objectives for the region based on strategic and business plans of the corporation.
Responsibilities :
Performing periodic site walk-throughs in order to ensure Company’s procedures (SOPS and MOPS) and standards are followed.
This includes assisting the Facilities Manager, Technicians and any other contracted vendors
- Identifying any vulnerabilities while overseeing 3rd Party Critical Facilities onsite team
- Communicating the status of the operation process with senior management and onsite customers
- Site acceptance and commissioning of the facility to ensure the site meets the superior and dynamic standards of Company Standards
- Acting as liaison and coordinating efforts between the contracted vendors and the onsite customers.
- Oversee the development of procedures / Method of Procedures (MOPs) for the DC build in addition to approving MOPs for data hall work
- Participating in the interview process for prospective candidates applying to this critical facility
- Auditing installed data center components. This audit will be used to verify the completion of the job scope by the vendor in addition to verifying the design documentation for the build-out and ongoing operations of the data hall space
- Provide strategic / tactical leadership with a background in best practices related to operations for performance and reliability on a variety of state of the art critical systems such as : medium voltage switchgear, diesel generators, UPS systems, power distribution equipment, chillers, cooling towers, computer room air handlers, fire detection / suppression;
building monitoring systems; etc.
- Supervise the on-site management the facility manager, facility technicians, sub-contractors and vendors, ensuring that all work is performed according to established practices and procedures
- Manage Customer Relationship and act as escalation point of contact for the company at this site
- Manage the establishment of performance benchmarks, conduct analyses and prepare reports on all aspects of the critical facility operations and maintenance
- Work with business leaders to coordinate projects, manage capacity and optimize plant safety, performance, reliability and efficiency
- Review MOPs and SOPs for all work on critical data center facility equipment
- Ensure that a constant state of readiness in support of the mission goal of 99.999% uptime
Qualifications :
- 10-15+ years of data center facility operations and maintenance experience.
- 5 years leadership experience in data center facility operations.
- Budget / P / L responsibility
- Solid Understanding of Critical Electrical and Mechanical / HVAC equipment
- Experience supervising a technical data center operations staff
- Previous experience as a Data Center Facility Manager a must
- Previous experience in the Military / Military veterans in all branches that have experience with Electrical / Mechanical is a huge plus (Navy Nukes- EMN, ETN, MMNs, Seabees, Army - Power Generation, Air Force Power Production, Generator Techs, Maritime, Coast Guard, etc.)
- Strong verbal and written communications skills
- Good presentation skills in leading meetings (both conference and in person)
- Superior analytical, planning and problem resolution skills Knowledge of Company Services and operations structure and support operations.
- Highly organized with proved project management abilities
- Ability to multitask, establish priorities, manage conflicts
Director of Analytics| Denver Tech Center
Overview
The Director of Analytics will possess a solid leadership acumen and the strong ability to direct and
oversee the corporate data science program. The department supports all businesses and executives
through development of reporting and advanced analytics including predictive modeling for driving the
organization’s objectives and vision.
The role provides expertise in the ability to understand a stakeholder’s problem and identify areas for
analytical opportunity; design, build, and implement models and data driven strategies; and evaluate and
report model performance.
This role will pay a salary of $135,000 to $145,000.
For FT roles : Benefits : Health, Dental and Vision insurance, 401(k) savings plan, 401(k) matching, and paid time off (vacation days, sick days, and 11 holidays).
Director of Analytics| Denver Tech Center
Overview
The Director of Analytics will possess a solid leadership acumen and the strong ability to direct and
oversee the corporate data science program. The department supports all businesses and executives
through development of reporting and advanced analytics including predictive modeling for driving the
organization’s objectives and vision.
The role provides expertise in the ability to understand a stakeholder’s problem and identify areas for
analytical opportunity; design, build, and implement models and data driven strategies; and evaluate and
report model performance.
This role will pay a salary of $135,000 to $145,000.
For FT roles : Benefits : Health, Dental and Vision insurance, 401(k) savings plan, 401(k) matching, and paid time off (vacation days, sick days, and 11 holidays).
Responsibilities
BI Reporting Oversee design, development and implementation of BI platforms that highlights
performance indicators for operational management and allows for data driven decisions.
Advanced Analytics Oversee development of data analysis methodologies for key stakeholders,
which target high yield opportunities through improved efficiencies of marketing, financial and
operational initiatives.
Daily and Monthly Responsibilities :
- Communicates strategy and analytic results to stakeholders in an actionable way.
- Advocate and facilitate analytical projects and the use of predictive and prescriptive models
marketing, forecasting, revenue management / optimization, cost control etc.)
Oversee development while providing expertise on data science tools, techniques and
methodologies; (e.g., regression, decision tree, time series, neural networks, clustering,
optimization algorithms, operations research, and text analytics). Collaborate with and mentor
division analysts & data scientists for departmental and organizational growth.
Review KPI measurements of operational initiatives with aligning corporate and subsidiary
business strategy.
Establish and document modeling standards and processes, including : identify and define
problem, and design approach; prepare, explore, transform, and select data; build, validate, and
deploy model; and monitor and evaluate results. Innovate new ways of problem solving that draw
from best practices and innovations from other industries
Coordination of A / B or multivariate tests and other continual process improvement initiatives
related to both marketing campaigns, operational initiatives, new business development to
stimulate best practices throughout the enterprise.
Well-informed of current and emerging trends in advanced analytics, including : statistics, data
analysis, machine learning, data mining, and data management.
Work collectively with management to identify problems and areas for opportunity as well as
cohesively with IT to identify data integrity and availability.
Qualifications
Master’s degree in Marketing, Engineering, Mathematics, Statistics preferred, equivalent
experience
- 7+ years of SAS, R, Python, or other related languages.
- IT related Technologies and data integration
- Prior management experience in an analytic based environment.
- Experience with data warehousing and BI toolsets required.
- Experience working in an agile environment and collaborating with the team to solve technical
challenges using rapid and iterative development.
- Superior communication skills with the ability to work directly with business partners.
- Knowledge and experience in the hospitality industry.
Preferred Qualifications :
7+ years of experience working in a hospitality analytics role providing data driven solutions to
hospitality problems (Consumer Behavior, Marketing & Customer Loyalty, Pricing, Managing
Labor & Food Cost)
Knowledge of fundamental marketing concepts such as positioning, segmentation, consumer
behavior, customer response models etc.
- Knowledge of forecasting techniques such as time series, regression and artificial intelligence
- Knowledge of revenue management practices and optimization methods including linear / integer
programming, pricing strategies (variable, dynamic), scheduling algorithms.
Strengthened by our Differences. United to Make a Difference.
At OVG, we understand that to continue positively disrupting the sports and live entertainment industry, we need a diverse team to help us do it.
We also believe that inclusivity drives innovation, strengthens our people, improves our service, and raises our excellence.
Our success is rooted in creating environments that reflect and celebrate the diverse communities in which we operate and serve, and this is the reason we are committed to amplifying voices from all different backgrounds.
Oak View Group is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis ( protected class ) including, but not limited to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.
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Network Operations Center Technician III - Strategic
Technicians on the Professional NOC (ProNOC) teams are responsible for providing excellent customer service to Zayo's key customers.
The Professional NOC teams (Strategic, PDN, Spread, and Media) deliver specialized services tailored to meet each customer's individual needs.
Technicians will prioritize working hand in hand with customers to fully resolve issues and work collaboratively with partners throughout Zayo to ensure customers' expectations are met and that our customers' services are reliable.
Principal Accountabilities :
Monitoring of internal and external networks across a multi-vendor environment
Carrying out initial triage diagnosis on faults and proactively escalating issues as required
Prioritizing faults to meet SLAs, including resource management of external contractors
Providing regular updates to internal stakeholders and external customers on the progress of faults
Fault isolation and repair tasks on DWDM, SDH, Dark Fiber, IP, and Ethernet circuits
Responsible for the management of fault receipt, fault identification & logging, support team dispatch, and fault management to resolution
Ensuring service availability and Mean Time To Repair (MTTR) targets are met.
Providing support to the Shift Lead when required
Facilities and key sites monitoring and fault management
Arranging and coordinating access for suppliers with support team members
Providing key metrics and reports as required to senior Operations stakeholders
Support & maintain the company objectives of ISO 9001 / 18001 / 27001 accreditation
7pm- 7am CST, 3-4 days a week (3rd shift)
Key Skills and Experience :
5 - 8 years (minimum) proven NOC experience in the telecommunications industry with a proven record of accomplishment in an operational environment.
Experienced in DWDM, Fiber & Optical equipment
Experience in a multi-vendor environment is essential including Ciena, Cisco, Huawei, Marconi, Juniper, ADVA, Alcatel, Bandwidth Managers, Lambda unite, Nokia, OMC.
Knowledge of OSP practices e.g. basic OTDR analysis and fiber repairs.
Troubleshooting Transport and IP customer trouble tickets on DWDM / SDH and Ethernet networks.
Pragmatic and analytical approach to problem-solving
Confident and able to challenge suppliers and processes.
Ability to manage in & out-sourced suppliers or partners
Comfortable working 24 / 7 shift patterns, including holidays and nights
Excellent communication; written & verbal
Outstanding confidence, initiative, and organizational skills
Highly proficient in Google Workspace or O365
Familiarity with Salesforce CRM is desirable.
Remain flexible and adaptable to any change in business needs or requirements
Proactive mindset & attitude to ensure customer satisfaction is in everything we do.
Base pay range : $19.27 - $26.95 / hour, commensurate with experience.
Benefits, Rewards & Wellness
Excellent Health, Dental & Vision Insurance
Retirement 401(k) Savings Plan
Fitness membership discounts
Generous paid time off policy including paid parental leave