Financial Services Operations Specialist I, II, III

2 weeks ago

Madison, Wisconsin, United States SS&C Technologies Full time

Company Overview

SS&C is a leading global provider of investment and financial services, as well as software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C operates from its headquarters in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Our products and services are utilized by approximately 18,000 financial services and healthcare organizations, ranging from the largest institutions to local firms, for managing and accounting for their investments.

Position Overview

Financial Services Operations Representative I, II, and III (GIDS Core Processing)

Remote Work Locations: This position is available for candidates in various states.

Work Schedule: Our operational hours are Monday through Saturday, from 8 AM to 8 PM EST. To accommodate Saturday shifts, additional time off will be provided during the week. Candidates should expect to work an 8-hour shift within these hours.

Training: The initial training period will last 4-6 weeks, conducted Monday to Friday from 8 AM to 5 PM EST (7 AM to 4 PM CST), with mandatory attendance to ensure comprehensive support and education for your new role.

Role Responsibilities

  • Deliver transaction-processing services with a customer-focused approach for our Mutual Fund clients.
  • Collaborate within a team to provide proactive and innovative solutions, maintaining a high level of detail and accuracy.
  • Engage with account holders to research and resolve outstanding issues.
  • Perform daily account activities to ensure exceptional service by processing financial service requests efficiently and accurately.
  • Execute service requests, including purchases, redemptions, transfers, exchanges, account maintenance, and new account setups after completing formal training.
  • Meet and exceed quality and productivity goals, fostering a quality mindset in all tasks.
  • Review transactions for quality assurance, ensuring accuracy and escalating concerns for improvement.
  • Communicate effectively with advisors, shareholders, and clients to resolve complex issues or clarify requests.
  • Utilize resources to stay informed about relevant account and industry trends.
  • Participate in special projects as assigned.
  • For Reps II and III, review and ensure the accuracy of work, provide coaching, and recommend procedural changes.

Qualifications

  • Strong critical thinking skills with the ability to analyze information from multiple sources for informed decision-making.
  • Service-oriented skill set with a keen attention to detail and accuracy.
  • Proven ability to meet deadlines and adapt to change.
  • Excellent written and verbal communication skills.
  • Demonstrated computer proficiency, capable of navigating multiple programs simultaneously.
  • Self-motivated with the ability to collaborate effectively in a virtual environment.
  • High School Diploma or equivalent with at least 1 year of relevant work experience; preference for candidates with prior financial services experience, particularly in operations transaction processing or phone-related roles.
  • 1-2 years of business experience in customer support, customer service, or transfer agency roles required for Reps II and III.

Workspace Requirements:

  • High-speed internet connection.
  • A dedicated, quiet workspace at home to ensure focus during training and work hours.

Thank you for considering this opportunity with SS&C.

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