Financial Services Team Lead

Team Lead Financial Services

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

Specialist Financial Services

• Job Description Summary

Provides mutual funds transaction processing services with a customer-focused approach. Provides proactive and innovative solutions to customers. Staff leader of primarily business support representatives who work on issues of limited scope. Evaluates issues within the context of established practices and procedures to assign tasks and provide direction and guidance in daily team activities. May spend a portion of time performing the individual tasks of the unit. May recommend new procedures and process improvements to achieve team goals. Minimally requires a Master's degree, Bachelor's degree and 2 years of related experience, or high school degree and 4 years of related experience.

• Job Description

Get To Know The Team:

As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives responsible for delivery service excellence to our clients and their shareholders. Within the Transfer Agency, we provide back-office financial services to Mutual Fund Clients and their investors.  These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.

What You Will Get To Do:

• Promote a positive and collaborative environment where associates can thrive and do great work
• Be visible and accessible and offer support that strives to deliver a great work experience for our associates
• Prepare, coach and develop our talent enabling them to offer premier service to our customers and their shareholders
• Direct the day-to-day operational activities, ensuring our representatives achieve optimal performance levels supported by efficient and compliant operations. 
• Encourage, support, and mentor our employees using creative solutions to promote a positive work environment and high retention and employee satisfaction. 
• Provide frequent feedback and one on one interactions that help build talent and strengthen skills  
• Mentor and lead team members to achieve personal career and development goals within the position
• Monitor team goals and key performance measures and drive necessary adjustments to achieve target results
• Partner with associates, clients and colleagues to deliver a true center of excellence

What You Will Bring:

• High energy and enthusiasm with a passion for people leadership
• Experience in financial services operations  
• Bachelor’s degree or 2 years of related industry and leadership experience preferred
• Excellent attention to detail and accuracy and strong multi-tasking skills
• Computer experience (Word, Excel, Microsoft Outlook)
• Excellent Interpersonal and customer service skills

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