Team Lead - Financial Services Operations

Team Lead - Financial Service Operations

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Financial Services Operations Representative  

  

Role Overview 

As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy. 

This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service. 

What you will be doing 

• Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy. 

• After attending formal training, execute service requests, which include purchases, redemptions, account maintenance, and new account set-up. 

• Meet and surpass quality and productivity objectives within current role, bringing a quality mindset to all aspects of the work. 

• Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed.  

• Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally. 

• On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests.  

• Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends. 

• Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes. 

What You Will Bring 

• Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills. 

• Service related skill set with ability to maintain a strong attention to detail and accuracy. 

• Demonstrated ability to meet deadlines, remain adaptable and flexible with change. 

• Exceptional written and verbal communication skills. 

• Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions.       

• Self-motivation with demonstrated ability to work and collaborate in a virtual environment. 

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Experience Level

Senior Level