SS&C
Financial Services
SeniorAssociate-FinancialServicesOperations
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Associate - Financial Services Operations at SS&C. Skills: Transaction processing, Account management, Issue resolution. Perform daily account activities. Process financial service requests”
What You'll Achieve.
Meet quality objectives; Meet productivity objectives; Surpass quality objectives; Surpass productivity objectives
Industry & Context.
Problem solving; Resolution skills
What They're Looking For.
Must Have
Critical thinking skills, Service related skill set, Demonstrated ability to meet deadlines, Demonstrated ability to remain adaptable and flexible with change, Demonstrated computer skills, Ability to navigate and toggle between multiple programs, Ability to navigate internal resources simultaneously, Self-motivation, Ability to work in a virtual environment
What You'll Do.
Perform daily account activities
Process financial service requests
Execute service requests
Review transactions for quality
Escalate areas of concern
Communicate with advisors
Communicate with shareholders
Communicate with the client
Resolve complex issues
Clarify incoming requests
Utilize internal resources
Utilize external resources
Maintain working knowledge of account trends
Maintain working knowledge of industry trends
How You'll Work.
Team & Collaboration
Work collaboratively within a virtual environment; Build relationships internally; Maintain relationships internally; Build relationships externally; Maintain relationships externally
Communication Scope
Written communication; Verbal communication
Full Job Description
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_** ** _Sr Financial Services Operations Representative_** **Training** will be for the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role. ** _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 with a high attention to detail and accuracy. This role will be primarily operational in nature; however, you will also have opportunity to 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 maintenance, and new account set-up. * Meet and surpass quality and productivity objectives within current role, bringing 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 and maintain strong relationships both internally and externally. * On a daily basis, effectively communicate with advisors, share
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