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Financial Services Operations Specialist I, II, III

2 months ago

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

SS&C is a worldwide leader in investment and financial services, providing software solutions for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a leading U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 locations in 35 countries. Approximately 18,000 organizations in the financial services and healthcare industries rely on SS&C's offerings to manage and account for their investments.

Position Overview

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

Remote Work Locations: Alabama, Arizona, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Wisconsin, Wyoming

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 can expect to work an 8-hour shift within these hours.

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

Role Responsibilities

As a Financial Services Operations Specialist, you will deliver transaction-processing services with a customer-centric approach for our Mutual Fund clients. Collaborating with a team, you will provide proactive and innovative solutions while maintaining a high level of detail and accuracy.

This position is primarily operational; however, you will also engage with account holders to research and resolve outstanding issues. Our team members are dedicated to continuous professional growth and the delivery of exceptional service quality.

Benefits of Working Here

  • Flexibility: Remote work model and a business casual dress code, including jeans.
  • Your Future: 401k matching program and professional development reimbursement.
  • Work-Life Balance: Flexible personal/vacation time off, sick leave, and paid holidays.
  • Your Wellbeing: Comprehensive medical, dental, vision, employee assistance program, and parental leave.
  • Diversity & Inclusion: Commitment to fostering a welcoming and diverse environment.
  • Training: Hands-on, team-customized training, including SS&C University.
  • Additional Perks: Discounts on fitness clubs, travel, and more.

Key Responsibilities

  • Execute daily account activities to ensure outstanding service by processing financial service requests efficiently and accurately.
  • After completing formal training, handle service requests, including purchases, redemptions, transfers, exchanges, account maintenance, and new account setup.
  • Meet and exceed quality and productivity goals in your current role, applying a quality mindset to all tasks.
  • Review transactions for quality assurance, ensuring accuracy and escalating concerns as necessary for improvement.
  • Collaborate effectively in a virtual environment to build and maintain strong relationships both internally and externally.
  • Communicate effectively with advisors, shareholders, and clients over the phone to resolve complex issues or clarify requests.
  • Utilize internal and external resources to stay informed about relevant account and industry trends.
  • Participate in special projects as assigned.
  • Reps II and III will review and ensure the accuracy of work, provide coaching as needed, and recommend procedural changes.

Qualifications

  • Strong critical thinking skills with the ability to analyze information from multiple sources to make informed decisions; excellent problem-solving abilities.
  • Service-oriented skill set with a keen attention to detail and accuracy.
  • Proven ability to meet deadlines and adapt to change.
  • Exceptional written and verbal communication skills.
  • Demonstrated computer proficiency with the ability to navigate multiple programs and resources simultaneously.
  • Self-motivated with a proven ability to work collaboratively in a virtual setting.
  • 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 and Internet Requirements:

  • High-speed internet connection.
  • A dedicated, quiet workspace at home to attend training and work without distractions.

Thank you for considering this opportunity with SS&C. We look forward to your application.