Investor Services Supervisor

1 Week ago • 2 Years +

About the job

SummaryBy Outscal

Lead and develop a team of contact center representatives providing investor services. Must have experience in financial services and transfer agency operations. Strong leadership and communication skills are essential.

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Job Title: Investor Services Supervisor

Locations: Hybrid - Kansas City, MO - 6 days per month in office.

Get To Know The Team: 

The Investor Services Supervisor is responsible for leading and developing a team of contact center representatives. As a supervisor, you will aid in the satisfaction and overall experiences our clients have with our organization. You will be the frontline and voice of our clients by supervising a team of associates who job responsibilities are to answer calls from investors and advisors efficiently and accurately.

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  
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity 
  • Training: Hands-On, Team-Customized, including SS&C University  
  • Extra Perks: Discounts on fitness clubs, travel and more! 

What You Will Get To Do: 

  • Monitor employee productivity and provide constructive feedback and coaching
  • Communicate organizational messages from upper management to the team and vice versa; ensure understanding and commitment towards organizational and division goals.
  • Complete regular one on one performance discussions and annual reviews.
  • 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 the need arises.
  • Understands daily shareholder/participant requests and knows what is needed in order to complete those requests/inquiries.

What You Will Bring: 

  • 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 utilized to effectively monitor and develop subordinates to ensure smooth operations of department, including training, evaluation and communication of expectations, requirements and results, and ensuring implementation and consistent application of corporate policies, procedures, and quality standards.
  • Decision making, prioritization and delegation skills are required to effectively manage daily operations. Planning and goal setting skills are required to ensure highest client service levels are provided.
  • Ability to listen and communicate clearly and effectively, both verbally and in writing, in order to present, discuss and advise client(s), subordinates, upper management and other internal departments. Presentation skills are required to participate in client visits and presentations.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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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