Investment Services Team Lead
4 weeks ago
SS&C Technologies is a global leader in investment and financial services software. We are seeking an experienced Investor Services Supervisor to lead and develop a team of contact center representatives.
Key Responsibilities:- Lead and develop a team of contact center representatives to ensure excellent client service and satisfaction.
- Monitor employee productivity and provide constructive feedback and coaching to improve performance.
- Communicate organizational messages from upper management to the team and ensure understanding and commitment towards organizational and division goals.
- Complete regular one-on-one performance discussions and annual reviews to ensure employee growth and development.
- Work closely with other supervisors and managers to prepare for client meetings and other activities to ensure client satisfaction.
- Motivate employees and create solutions to increase employee morale and satisfaction.
- Ensure adherence to legal and company policies and procedures; undertake disciplinary actions if necessary.
- Bachelor's degree or 2 years of related industry and leadership experience preferred.
- Working knowledge of financial services industry preferred.
- Thorough knowledge of transfer agency operations policies, procedures, and legals.
- Leadership skills to effectively monitor and develop subordinates to ensure smooth operations of the department.
- Decision-making, prioritization, and delegation skills to effectively manage daily operations.
- Ability to listen and communicate clearly and effectively, both verbally and in writing, to present, discuss, and advise clients, subordinates, upper management, and other internal departments.
- Hybrid work model and business casual dress code.
- 401k matching program and professional development reimbursement.
- Flexible personal/vacation time off, sick leave, and paid holidays.
- Medical, dental, vision, employee assistance program, and parental leave.
- Committed to welcoming, celebrating, and thriving on diversity.
- Hands-on, team-customized training, including SS&C University.
- Discounts on fitness clubs, travel, and more.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other classification protected by applicable discrimination laws.
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