Financial Services Operations Representative I, II, III

1 week ago


Kansas City, Missouri, United States SS&C Technologies Full time
Job Summary

SS&C Technologies is seeking a highly skilled Financial Services Operations Representative I, II, III to join our team. As a key member of our operations team, you will be responsible for providing exceptional service to our clients by processing financial transactions with accuracy and efficiency.

Key Responsibilities
  • Process daily account activities to meet client needs and exceed quality and productivity objectives.
  • Execute service requests, including purchases, redemptions, transfers, exchanges, account maintenance, and new account set-up, with a focus on quality and accuracy.
  • Review transactions for quality and escalate areas of concern for quality improvement purposes.
  • Collaborate with internal and external stakeholders to build and maintain strong relationships and resolve complex issues.
  • Communicate effectively with clients, advisors, and shareholders to clarify incoming requests and resolve issues.
  • Stay up-to-date with relevant account and industry trends by utilizing internal and external resources.
  • Participate in special projects as assigned and contribute to the development of procedural changes.
Requirements
  • Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision.
  • Service-related skill set with the 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.
  • Self-motivation with the ability to work and collaborate in a virtual environment.
  • High school diploma or equivalent with 1 year of work-related experience. Preference is given to candidates with prior financial services experience, specifically with operations transaction processing and/or phone-related experience.
What We Offer
  • A hybrid work model that balances flexibility and collaboration.
  • A business casual dress code and a relaxed work environment.
  • A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan and tuition reimbursement.
  • Opportunities for professional development and growth within the company.
  • A commitment to diversity and inclusion, with a focus on creating a welcoming and inclusive work environment.
Language Code

en-US



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