SS&C Technologies
Financial Services Operations Rep. I, II, III
SS&C Technologies, Trenton, New Jersey, United States
Financial Services Operations Representative I, II, III
SS&C Technologies is headquartered in Windsor, Connecticut. 27,000+ employees across 35 countries provide expertise, scale, and technology to more than 20,000 financial services and healthcare organizations.
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 – 7pm EST. Initial schedule 8am – 5pm EST; after training may shift to 5pm EST.
Training:
First 4‑6 weeks Monday – Friday 8am – 5pm EST. Mandatory attendance during first 90 days. Time off during training approved only for emergencies.
Role Overview:
Provide transaction‑processing services for mutual fund clients with a service‑oriented approach. Operate primarily operationally while interating with account holders via outbound calls and research/resolution of open items. Commit to professional development and high quality service.
Why You Will Love It Here
Hybrid work model with business casual dress code, including jeans
401k matching program, professional development reimbursement, and SS&C University training
Flexible personal/vacation time off, sick leave, and paid holidays
Medical, dental, vision, employee assistance program, and parental leave
Celebration of diverse backgrounds, talents, and experiences
Discounts on fitness clubs, travel, and more
What You Will Be Doing
Process financial service requests daily with efficiency and accuracy
Execute purchase, redemption, transfer, exchange, account maintenance, and new account set‑up post‑training
Meet quality and productivity objectives, bringing a quality mindset to all tasks
Review transactions for quality, escalating concerns for quality improvement
Collaborate within a virtual environment to build strong internal and external relationships
Communicate effectively with advisors, shareholders, and clients over the phone to resolve complex issues
Maintain working knowledge of relevant account and industry trends using internal and external resources
Participate in special projects as assigned
For Rep. II and III: review and ensure accuracy of entered work, provide coaching, and recommend procedural changes
What You Will Bring
Critical thinking and problem‑solving skills; ability to analyze multiple resources and make educated decisions
Service‑related skill set with strong attention to detail and accuracy
Demonstrated ability to meet deadlines and adapt to change
Exceptional written and verbal communication skills
Computer skills navigating and toggling between multiple programs and internal resources simultaneously
Self‑motivation and ability to work and collaborate in a virtual environment
High school diploma or equivalent with 1 year of work‑related experience; preference for prior financial services experience, operations transaction processing, and/or phone experience
1–2 years of 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 70–100 MBPS and upload speed 20 MBPS
Dedicated quiet home workspace that enables attendance at training and distraction‑free work
Thank you for your interest in SS&C! To further explore this opportunity, please apply 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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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 – 7pm EST. Initial schedule 8am – 5pm EST; after training may shift to 5pm EST.
Training:
First 4‑6 weeks Monday – Friday 8am – 5pm EST. Mandatory attendance during first 90 days. Time off during training approved only for emergencies.
Role Overview:
Provide transaction‑processing services for mutual fund clients with a service‑oriented approach. Operate primarily operationally while interating with account holders via outbound calls and research/resolution of open items. Commit to professional development and high quality service.
Why You Will Love It Here
Hybrid work model with business casual dress code, including jeans
401k matching program, professional development reimbursement, and SS&C University training
Flexible personal/vacation time off, sick leave, and paid holidays
Medical, dental, vision, employee assistance program, and parental leave
Celebration of diverse backgrounds, talents, and experiences
Discounts on fitness clubs, travel, and more
What You Will Be Doing
Process financial service requests daily with efficiency and accuracy
Execute purchase, redemption, transfer, exchange, account maintenance, and new account set‑up post‑training
Meet quality and productivity objectives, bringing a quality mindset to all tasks
Review transactions for quality, escalating concerns for quality improvement
Collaborate within a virtual environment to build strong internal and external relationships
Communicate effectively with advisors, shareholders, and clients over the phone to resolve complex issues
Maintain working knowledge of relevant account and industry trends using internal and external resources
Participate in special projects as assigned
For Rep. II and III: review and ensure accuracy of entered work, provide coaching, and recommend procedural changes
What You Will Bring
Critical thinking and problem‑solving skills; ability to analyze multiple resources and make educated decisions
Service‑related skill set with strong attention to detail and accuracy
Demonstrated ability to meet deadlines and adapt to change
Exceptional written and verbal communication skills
Computer skills navigating and toggling between multiple programs and internal resources simultaneously
Self‑motivation and ability to work and collaborate in a virtual environment
High school diploma or equivalent with 1 year of work‑related experience; preference for prior financial services experience, operations transaction processing, and/or phone experience
1–2 years of 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 70–100 MBPS and upload speed 20 MBPS
Dedicated quiet home workspace that enables attendance at training and distraction‑free work
Thank you for your interest in SS&C! To further explore this opportunity, please apply 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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