Financial Services Representative

117 ALPS Fund Services, Inc.
Denver, CO Full Time
POSTED ON 3/30/2022 CLOSED ON 10/28/2022

What are the responsibilities and job description for the Financial Services Representative position at 117 ALPS Fund Services, Inc.?

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: Organizational Overview SS&C ALPS is a leading Registered Fund Services provider in the financial services industry. Founded in 1985, Denver-based SS&C ALPS, with offices in Boston, Dallas, Miami, New York, San Francisco, Seattle, and Toronto also delivers asset management and asset servicing solutions through ALPS Advisors, Inc., a wholly-owned subsidiary of SS&C Technologies, Inc. Role Overview: This person will assist with shareholder and broker/dealer requests, facilitating money movement between clients(s) and shareholders, completing analysis of fund and investor data, and more. This position has the option to be on site in our offices including; Denver, Kansas City or Boston. The position also offers an option to work remotely based on employee preference. This is an opportunity to be part of a close knit, collaborative, fun team. Within the organization there are numerous opportunities for growth and advancement. Job Responsibilities: (May include and are not limited to) Interact with clients and shareholders on a daily basis. Perform new account establishment and transactional processing. Documentation review, analysis and resolution. Answer calls and resolve shareholder and client requests. Interface with investment professionals and industry firms. Send, receive and reconcile incoming and outgoing money movements. Use technology to analyze and present data in meaningful formats to various partners. Interact and collaborate with peers, management and internal stake holders. Training: In-depth training provided according to job responsibilities. On-site and/or remote. Job aids and material will be made available. Mentorship made available for advanced positions. Requirements: Excellent attention to detail and accuracy and strong multi-tasking skills Computer experience (Word, Excel, Microsoft Outlook) Interpersonal and customer service skills Ability to work in a team environment and on individual projects. Bachelor’s Degree or related industry experience is helpful but not required Compensation: The compensation range for this position is $19/hour to $28/hour. Benefits: SS&C offers a comprehensive benefits package including: Medical, Dental & Vision; HSA & FSA; Life & Disability; Accident, Hospital & Critical Illness; Flexible, Sick and Holiday Paid Time Off; 401(k) with Company Match; Employee Assistance Plan; Education Assistance; Professional Development and Employee Discounts. Location: Denver Colorado 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 PeopleCenter@dstsystems.com for assistance.

Salary : $19 - $28

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