Financial Services Operations Supervisor

Get To Know The Team:

As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives responsible for delivery service excellence to our clients and their shareholders. Within the Transfer Agency, we provide back-office financial services to Mutual Fund Clients and their investors. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.

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 Get To Do:

• Promote a positive and collaborative environment where associates can thrive and do great work
• Be visible and accessible and offer support that strives to deliver a great work experience for our associates
• Prepare, coach and develop our talent enabling them to offer premier service to our customers and their shareholders
• Direct the day-to-day operational activities, ensuring our representatives achieve optimal performance levels supported by efficient and compliant operations.
• Encourage, support, and mentor our employees using creative solutions to promote a positive work environment and high retention and employee satisfaction.
• Provide frequent feedback and one on one interactions that help build talent and strengthen skills
• Mentor and lead team members to achieve personal career and development goals within the position
• Monitor team goals and key performance measures and drive necessary adjustments to achieve target results
• Partner with associates, clients and colleagues to deliver a true center of excellence

What You Will Bring:

• High energy and enthusiasm with a passion for people leadership
• Experience in financial services operations
• Bachelor’s degree or 2 years of related industry and leadership experience preferred
• Excellent attention to detail and accuracy and strong multi-tasking skills
• Computer experience (Word, Excel, Microsoft Outlook and Teams)
• Excellent Interpersonal and customer service skills

Required Minimum Work-space and Internet Specifications:

• Reliable high-speed internet connection with minimal service interruptions.
• Minimum download speed of 70-100MBPS and upload speed of 20MBPS.
• Dedicated, quiet home workspace that allows you to attend training and perform work without distractions, background noise, or interruptions.