SS&C Technologies
Financial Services Operations Rep. I, II, III
SS&C Technologies, Los Angeles, California, United States
Financial Services Operations Rep. I, II, III
Be among the first 25 applicants. 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.
Locations:
Hybrid – Braintree, MA & Kansas City, MO Remote:
Georgia, Florida, Kansas, Massachusetts, Missouri, New Hampshire, North Carolina, Rhode Island, South Carolina, Tennessee, Texas, Virginia Work Schedule:
Monday – Friday 8am – 5pm EST (potential later shifts up to 7pm EST). Training: first 4‑6 weeks Monday – Friday 8am – 5pm EST with mandatory attendance; first 90 days essential attendance.
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. The role is primarily operational, but you will have opportunity to interact with account holders via outbound phone calls while researching and resolving open items.
Why You Will Love It Here
Flexibility: Hybrid Work Model & 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
Wide Ranging Perspectives: Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands‑On, Team‑Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Be Doing
Perform daily account activities to provide excellent service by processing financial service requests efficiently and accurately.
After formal training, execute service requests including purchases, redemptions, transfers, exchanges, account maintenance and new account set‑up.
Meet and surpass quality and productivity objectives within current role with a quality mindset.
Review transactions for quality, ensuring accuracy and escalating concerns for quality improvement.
Work collaboratively within a virtual environment to build and maintain strong internal and external relationships.
Effectively communicate with advisors, shareholders, and the client over the phone to resolve complex issues or clarify incoming requests.
Utilize internal and external resources to 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; strong problem‑solving and resolution skills.
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.
Computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously.
Self‑motivation with demonstrated ability to work and collaborate in a virtual environment.
High School Diploma or equivalent with 1‑year work‑related experience. Preference for candidates with prior financial services experience, especially transaction processing and/or phone 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 training and work without distractions or interruptions.
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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Locations:
Hybrid – Braintree, MA & Kansas City, MO Remote:
Georgia, Florida, Kansas, Massachusetts, Missouri, New Hampshire, North Carolina, Rhode Island, South Carolina, Tennessee, Texas, Virginia Work Schedule:
Monday – Friday 8am – 5pm EST (potential later shifts up to 7pm EST). Training: first 4‑6 weeks Monday – Friday 8am – 5pm EST with mandatory attendance; first 90 days essential attendance.
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. The role is primarily operational, but you will have opportunity to interact with account holders via outbound phone calls while researching and resolving open items.
Why You Will Love It Here
Flexibility: Hybrid Work Model & 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
Wide Ranging Perspectives: Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands‑On, Team‑Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Be Doing
Perform daily account activities to provide excellent service by processing financial service requests efficiently and accurately.
After formal training, execute service requests including purchases, redemptions, transfers, exchanges, account maintenance and new account set‑up.
Meet and surpass quality and productivity objectives within current role with a quality mindset.
Review transactions for quality, ensuring accuracy and escalating concerns for quality improvement.
Work collaboratively within a virtual environment to build and maintain strong internal and external relationships.
Effectively communicate with advisors, shareholders, and the client over the phone to resolve complex issues or clarify incoming requests.
Utilize internal and external resources to 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; strong problem‑solving and resolution skills.
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.
Computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously.
Self‑motivation with demonstrated ability to work and collaborate in a virtual environment.
High School Diploma or equivalent with 1‑year work‑related experience. Preference for candidates with prior financial services experience, especially transaction processing and/or phone 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 training and work without distractions or interruptions.
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