Financial Services Operations Representative I, Ii, And Iii

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.
That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
Job Description:
`Financial Services Operations Representative I, II and III (GIDS Core Processing)
Hybrid Work Schedule: 8AM - 5PM EST - Our hybrid work model allows for a perfect balance between flexible work schedules and in-person team collaboration. This approach not only increases efficiency but also helps us to focus on achieving our critical goals, all while providing the best possible service to our clients.
Training will be onsite 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 clients. 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.
Why You Will Love It Here

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

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, transfers, exchanges, 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 for quality improvement purposes.
• 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.
• Coordinate and participate in special projects as assigned.
• 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 related skill set with ability to maintain a 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 with demonstrated ability to work and collaborate in a virtual environment.
• High School Diploma or equivalent with 1-year work-related experience. Preference is given to candidates with prior Financial Services experience; specifically with operations transaction processing and/or phone related experience.
• 1-2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III.

Required Minimum Work-space and Internet Specifications:

• High speed internet with ability for wired connection within 50' of primary modem.
• Dedicated quiet work space in your home to attend training and work without distraction, background noise and/or interruption.

Thank you for your interest in SS&C! To further explore this opportunity, please click apply to start your application today!
SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.