Specialist Financial Service Operations

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds 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 witha highattention to detail and accuracy.

This role will be primarily operational in nature; however you will also haveopportunityto 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 maintenanceand new account set-up.

• Meet and surpass quality and productivityobjectiveswithincurrentrolebringing 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 andmaintainstrong relationships both internally and externally.

• On a daily basis effectively communicate with advisors shareholders and the client over the phonein order toresolve complex issues or clarify incoming requests.

• Utilize internal and external resources tomaintaina 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 relatedskill set withabilitytomaintaina 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 withdemonstratedability 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.

Applications will be accepted on an ongoing basis until the position is filled.

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.

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1