SS&C

Financial Services

Specialist-FinancialServiceOperations

₹10–16L ~AI est. Navi Mumbai, Maharashtra, India FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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. *

Free ATS check

Applying for this Specialist - Financial Service Operations role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about SS&C?

Real rants from real employees. Read before you apply.

Read Company Rants →