Financial Services Operations Rep. I, II, III

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

Hybrid Work Schedule: We operate Monday - Friday from 8am to 7pm EST. The initial schedule will be Monday - Friday, 8am - 5pm EST. Once training is completed and you are fully established in your role, your schedule may shift to include later hours, up to 7pm EST.

Our hybrid work model facilitates an optimal blend of flexible work arrangements 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 the first 4-6 weeks Monday – Friday 8am to 5pm EST 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
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• 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
• Dedicated quiet workspace 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 apply to start your application today!