SS&C Technologies
Financial Services Operations Rep. I, II, III
SS&C Technologies, Indiana, Pennsylvania, us, 15705
Financial Services Operations Rep. I, II, III
Join to apply for the Financial Services Operations Rep. I, II, III role at SS&C Technologies.
SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with more than 27,000 employees worldwide. 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.
Locations:
Hybrid – Braintree, MA & Kansas City, MO. Remote work options are available in:
Georgia, Florida, Kansas, Massachusetts, Missouri, New Hampshire, North Carolina, Rhode Island, South Carolina, Tennessee, Texas, Virginia.
Work Schedule:
Monday – Friday, 8:00 am – 7:00 pm EST.
Initial schedule Monday – Friday, 8:00 am – 5:00 pm EST. After training your schedule may shift to later hours up to 7:00 pm EST.
Training:
First 4–6 weeks Monday – Friday 8:00 am – 5:00 pm EST with mandatory attendance. Attendance during the first 90 days is essential for training and onboarding.
Role Overview As a Financial Services Operations Representative, you will provide transaction‑processing services with a service‑oriented approach for our mutual fund clients. You will work as part of a team to provide proactive and innovative solutions with high attention to detail and accuracy.
What You Will Be Doing
Perform daily account activities to provide excellent service by processing financial service requests with efficiency and accuracy.
After formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance, and new account set‑up.
Meet and surpass quality and productivity objectives and bring 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 for quality improvement purposes.
Collaborate virtually to build and maintain strong relationships both internally and externally.
Effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests.
Maintain a working knowledge of relevant account and industry trends.
Coordinate and participate in special projects as assigned.
Reps II and III will review and ensure accuracy of work entered, provide coaching when needed, and recommend 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.
Service‑related skill set with 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.
Self‑motivation with the ability to work and collaborate in a virtual environment.
High School Diploma or equivalent with 1‑year work‑related experience. Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone‑related experience.
1‑2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III.
Required Minimum Workspace and Internet Specifications
Reliable high‑speed internet connection with minimal service interruptions.
Minimum download speed of 70‑100 MBPS and upload speed of 20 MBPS.
Dedicated, quiet home workspace that allows you to attend training and perform work without distractions, background noise, or interruptions.
Benefits & Perks
Flexibility: Hybrid work model and a business casual dress code, including jeans.
401(k) matching program and professional development reimbursement.
Paid holidays, sick leave, and flexible personal/vacation time off.
Medical, dental, vision, employee assistance program, and parental leave.
Training: Hands‑on, team‑customized training including SS&C University.
Discounts on fitness clubs, travel, and more!
Thank you for your interest in SS&C! To further explore this opportunity, please apply to start your application today!
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.
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SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with more than 27,000 employees worldwide. 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.
Locations:
Hybrid – Braintree, MA & Kansas City, MO. Remote work options are available in:
Georgia, Florida, Kansas, Massachusetts, Missouri, New Hampshire, North Carolina, Rhode Island, South Carolina, Tennessee, Texas, Virginia.
Work Schedule:
Monday – Friday, 8:00 am – 7:00 pm EST.
Initial schedule Monday – Friday, 8:00 am – 5:00 pm EST. After training your schedule may shift to later hours up to 7:00 pm EST.
Training:
First 4–6 weeks Monday – Friday 8:00 am – 5:00 pm EST with mandatory attendance. Attendance during the first 90 days is essential for training and onboarding.
Role Overview As a Financial Services Operations Representative, you will provide transaction‑processing services with a service‑oriented approach for our mutual fund clients. You will work as part of a team to provide proactive and innovative solutions with high attention to detail and accuracy.
What You Will Be Doing
Perform daily account activities to provide excellent service by processing financial service requests with efficiency and accuracy.
After formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance, and new account set‑up.
Meet and surpass quality and productivity objectives and bring 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 for quality improvement purposes.
Collaborate virtually to build and maintain strong relationships both internally and externally.
Effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests.
Maintain a working knowledge of relevant account and industry trends.
Coordinate and participate in special projects as assigned.
Reps II and III will review and ensure accuracy of work entered, provide coaching when needed, and recommend 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.
Service‑related skill set with 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.
Self‑motivation with the ability to work and collaborate in a virtual environment.
High School Diploma or equivalent with 1‑year work‑related experience. Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone‑related experience.
1‑2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III.
Required Minimum Workspace and Internet Specifications
Reliable high‑speed internet connection with minimal service interruptions.
Minimum download speed of 70‑100 MBPS and upload speed of 20 MBPS.
Dedicated, quiet home workspace that allows you to attend training and perform work without distractions, background noise, or interruptions.
Benefits & Perks
Flexibility: Hybrid work model and a business casual dress code, including jeans.
401(k) matching program and professional development reimbursement.
Paid holidays, sick leave, and flexible personal/vacation time off.
Medical, dental, vision, employee assistance program, and parental leave.
Training: Hands‑on, team‑customized training including SS&C University.
Discounts on fitness clubs, travel, and more!
Thank you for your interest in SS&C! To further explore this opportunity, please apply to start your application today!
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.
#J-18808-Ljbffr