SS&C
Financial Services
Specialist-FinancialServiceOperations
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Specialist - Financial Service Operations at SS&C. Skills: Transaction processing, Customer service, Issue resolution. Perform daily account activities. Process financial service requests”
What You'll Achieve.
Provide excellent service; Deliver exceptional quality service
Industry & Context.
Problem solving; Resolution skills; Research open items
What They're Looking For.
Must Have
Critical thinking skills, Service related skill set, Demonstrated ability to meet deadlines, Demonstrated ability to work and collaborate in a virtual environment, Demonstrated computer skills
What You'll Do.
Perform daily account activities
Process financial service requests
Execute service requests
Redemption processing
Account maintenance processing
New account set-up processing
Meet quality objectives
Meet productivity objectives
Review transactions for quality
Ensure accuracy of work
Escalate areas of concern
Communicate with advisors
Communicate with shareholders
Communicate with client
Resolve complex issues
Clarify incoming requests
Maintain working knowledge of account trends
Maintain working knowledge of industry trends
Make recommendations for procedural changes
How You'll Work.
Team & Collaboration
Work collaboratively within a virtual environment; Build internal relationships; Maintain internal relationships; Build external relationships; Maintain external relationships
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_** _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 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, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests. * Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends. *
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