Call Center Representative (Mutual Funds, Inbound)
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 :
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 [email protected] for assistance.
Related Jobs
Call Center Representative (Mutual Funds, Inbound)
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 :
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 [email protected] for assistance.
Call Center Representative
The Call Center Representative is an active role which includes support in the areas of customer service and patient communications.
This individual is primarily responsible for scheduling patients with clinic physicians. The Call Center Representative works under direct supervision to create a favorable impression with customers and ensures that a high level of quality customer service is delivered.
Major Duties and Responsibilities : Schedule patient appointments as soon as possibleIf insurance is to be utilized, ensure that appointments are scheduled with physicians participating on plan.
Answer assigned telephone lines in a timely manner and route calls to the proper destination.Advise patient of clinic policy and financial obligation.
Obtain insurance information (request copy of card) and referral when appropriate.Obtain and enter into the computer complete patient demographic information.
Inform patients of our clinic policy in reference to payment and insurance.Verify insurance and obtain referral when required.
Input demographic information into computer for all new patients (to include any pertinent information such as insurance, referral, etc.
Verify demographic information on return patients not seen within last 3 months and correct in computer system.Contact insurance companies and verify eligibility and benefits.Other duties as assigned.
Escalation Specialist III (Call Center)
Job Title : Executive Relations Specialist III Position Summary : EarthLink is seeking an Executive Relations Specialist III to join our Sales and Support team to provide customer service and support to our valued customers.
Responsibilities include providing customer service to EarthLink customers via phone and email. You will be the first point of contact to answer escalated questions or matters directed to senior leaders or EarthLink headquarters.
Topics include product, billing, technical and other customer service issues with a focus on problem resolution and customer retention.
For this role, you will work closely with EarthLink management, technical support, Product Support, and EarthLink Sales and Support management staff to ensure that issues are resolved and communicated with timeliness, professionalism, and with a focus on Earthlink’s values and goals.
We strive to constantly exceed expectations both internally and externally, while providing our customers with reliable and affordable products.
Essential Duties and Responsibilities :
- Responsible for Customer Service activities on behalf of EarthLink. These will be inbound phone calls from consumers, and / or Executive escalations from the EarthLink management team.
- Be the subject matter expert to provide clarity to any escalation matters at the Atlanta headquarters office
- Provide updates to management regarding high-level escalations
- Manage numerous inbound interactions in a timely manner
- Assist customers with customer service and issue resolution
- Your goal is to establish rapport, deliver maximum value, overcome dissatisfaction, and manage issues from EarthLink customers with a goal of satisfactory resolution, customer retention, and relationship / reputation management while maintaining above average customer satisfaction scores.
- Troubleshoot advanced issues with customers EarthLink email, email clients and Internet service
- Maintain thorough knowledge of EarthLink systems and products
- Manage numerous inbound interactions in a timely manner
- Assist potential customers with customer service and issue resolution
- Understand customer needs and determine appropriate course of action to meet those needs
- Work under time constraints, and process information quickly and accurately
- Engage with customers and build sustainable relationships by exceeding their expectations
- Manage activities within statistical and operational guidelines and goals.
- Other duties as assigned.
Education / Experience / Qualifications :
- Sense of ownership and pride in your performance and its impact on EarthLink’s success
- Critical thinking and problem-solving skills
- High School Diploma or GED
- 2+ years of experience in a similar role handling escalation matters
- 1+ years of customer service experience (preferred)
- 1+ years of contact center experience (preferred)
Skills :
- Previous hospitality / customer service experience
- Strong customer service skills, including the ability to listen to the customer's needs and handle challenging interactions while maintaining a positive attitude.
- Good organizational skills
- Ability to work in a fast-paced and changing environment, process information quickly and deal professionally with customers of various experience levels and communication styles.
- Basic computer skills
- Strong strategic, conceptual, analytical thinking and decision-making skills
Supervisory Responsibilities : None Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment and routinely uses standard office equipment such as computers and phones.
This is not a remote position you must live in the Atlanta area and be able to commute to our facility. The above job description is not intended to be an all-inclusive list of duties and standards of the position.
Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
Remote Call Center Supervisor
About the job OVERVIEW : Upcision is a rapidly growing company seeking an experienced and motivated Remote Call Center Supervisor to oversee our cold calling campaigns for our diverse clientele.
The ideal candidate is someone who thrives in a fast-paced environment, is detail-oriented, and has excellent communication and leadership skills.
This is an exciting opportunity for someone looking to make significant contributions and grow within the organization. KEY RESPONSIBILITIES Manage and oversee the daily operations of a remote team of cold calling agents, ensuring adherence to company policies, performance standards, and targets.
Act as a liaison with clients, implementing reporting, onboarding, and offboarding procedures, and ensuring exceptional client satisfaction.
Collaborate with other team members and departments to create and implement new and improved cold calling strategies to improve overall performance.
Develop and maintain strong relationships with clients by understanding their needs, expectations, and requirements. Continuously monitor agent performance, providing constructive feedback and coaching, and conducting regular performance evaluations.
Maintain a deep understanding of the company's products and services in order to effectively communicate with clients and resolve any potential issues or concerns.
Utilize technology to manage and assign lists to agents based on performance and to track campaign progress. Identify, address, and resolve any operational challenges or obstacles in a proactive manner.
Foster a positive work environment that supports learning, growth, and open communication within the team. REQUIREMENTS - Minimum 3 years of experience in a call center supervisor or management role, preferably within a remote work environment.
- Proven track record in managing outbound cold calling campaigns and meeting or exceeding performance goals. - Exceptional verbal and written communication skills, with the ability to liaise with both internal and external stakeholders.
- Strong interpersonal skills and the ability to lead, motivate and coach a diverse team of remote call center agents. - Ability to prioritize and manage multiple projects simultaneously and efficiently.
- Strong problem-solving and decision-making skills. - Proficiency in using various technology platforms, including CRM software and call center management tools.
- Availability to work various shifts as needed to support team members and client requirements. The opportunity to join our growing organization as a Remote Call Center Supervisor offers an excellent chance to develop your career, contribute significantly to the success of our campaigns and clients, and be a part of a collaborative and supportive work environment.
If you are passionate about leading and managing teams, are results-driven, and have a desire to excel in your career, we would love to hear from you.
Apply today to become a part of our success story! Powered by JazzHR
Medical Assistant - Outpatient Call Center
Shepherd Center, located in Atlanta, Georgia, is a private, not-for-profit hospital specializing in medical treatment, research and rehabilitation for people with spinal cord injury, brain injury, stroke, multiple sclerosis, spine and chronic pain, and other neuromuscular conditions.
Join us in our mission to help people with a temporary or permanent disability, rebuild their lives with hope, independence and dignity, advocating for their full inclusion in all aspects of community life.
At Shepherd Center, you’ll discover a diverse and inclusive environment, enlightened leadership, a culture of teamwork, professionalism and mutual respect.
If you are seeking career advancement, continuing education opportunities coupled with a welcoming and fun workplace, competitive compensation and employment benefits, visit our to explore current openings.
36 hours per week
The Medical Assistant (MA) works closely with patients to provide basic care, serving as a clinical resource, patient advocate, and educator.
This position creates a positive environment for the patient through daily interactions. The MA provides comfort measures to patients in order to help ensure a positive experience with Shepherd Center.
This position is expected to independently carry out all duties in an ethical manner, ensuring patient safety, privacy, dignity and confidentiality.
JOB RESPONSIBILITIES :
The MA interacts with and contributes to the professional development and image of all unit staff practicing in a Shred Governance model of nursing practice.
The MA performs assigned tasks of direct and indirect care in the multi-specialty clinics to meet the care needs of patients under the direct supervision of a physician and / or Registered Nurse (RN,) or assigned supervisor.
Observes and effectively communicates changes in patient’s condition to the RN and responds appropriately to emergency situations.
Performs procedures, reporting clinical observations and assisting with activities of daily living.
Practices standard precaution and isolation procedures to maintain a safe and healthy environment for patient’s, visitors and staff.
The MA participates as a member of the health care team and accepts appropriate delegation from the RN or physician in meeting needs of the patient / family.
Performs consistent with Shepherd Center standards, clinical policies, and procedures.
The MA carries out designated activities that are within those functions limited by law to unlicensed health care personnel.
Practices proper safety techniques in accordance with Center and departmental policies and procedures. Responsible for the reporting of employee / patient / visitor injuries or accidents, or other safety issues to the supervisor and in the occurrence notification system.
Adheres to patient / family centered principles using the communication and engagement tools (OARS / AIDECT).
Practices proper safety techniques in accordance with Center and departmental policies and procedures. Responsible for the reporting of employee / patient / visitor injuries or accidents, or other safety issues to the supervisor and in the occurrence notification system.
Monitors and ensures compliance with all regulatory requirements, organizational standards, and policies and procedures related to area of responsibility.
Identifies potential risk areas within area of responsibility and supports problem resolution process.
Performs other duties as required / requested / assigned.
REQUIRED MINIMUM EDUCATION :
High school education or equivalent.
REQUIRED MINIMUM CERTIFICATION :
No minimum requirements.
REQUIRED MINIMUM EXPERIENCE :
Minimum one (1) year experience in hospital-based patient care field along with a CMA, RMA or CCMA.
Three (3 ) years experience in a hospital-based environment in lieu of certification.
REQUIRED MINIMUM SKILLS :
Basic computer skills, including prior experience with electronic
Experience working in a team environment.
Takes responsibility for growing professionally and seek opportunities for improving skills.
Communicates effectively using timely verbal, non-verbal and written communication.
Willingly adapts to changing work demands and work environment.
Completes orientation and initial assessment of competency successfully by determined due date.
Completes mandatory education and annual competency assessment requirements by determined due date.
PREFERRED QUALIFICATIONS :
Graduate from a Medical diploma or associate degree program preferred.
Active Medical Assistant certification (CMA), or registration (RMA) or Certified Clinical Medical Assistant (CCMA) is preferred.
BLS required to work in Pain Clinic or be willing to get certified within six (6) months of hire date.
PHYSICAL DEMANDS :
Uses body, tools, or special devices to safely, effectively, and efficiently move, guide, or place patients. Involves some latitude for judgement with regard to precision attained and the selection of what adaptive device(s) to utilize.
Ability to transfer and position patients, consistent with lifting up to 20 lbs.
WORKING CONDITIONS :
Patient care environment.
Some potential for exposure to blood and body fluids.
Some potential exposure to infectious viruses.
The above statements are intended to describe the general nature and level of work performed by people assigned to this classification.
They are not intended to be an exhaustive list of all job duties performed by the personnel so classified.