Customer Service Assistant à United States

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

SS&C Wealth & Investment Technologies is a leading provider of award-winning technology and services for the investment management industry worldwide. Our 5000+ clients across 50+ countries include asset managers, wealth managers, family offices, alternative investment managers, fund administrators, brokers, banks, and insurance. Our solutions streamline their processes for portfolio management, trading and order management, compliance, accounting, performance analytics, reporting and more.

This is a unique opportunity to blend financial industry knowledge with technology skills, in a vibrant, international work environment. You get to tap into the knowledge of leading financial institutions as well as our experienced team, to learn and develop skills that will ultimately help you progress your career and grow a solid network within the fin‑tech industry.

At SS&C, you will find a rewarding career where you can thrive at every level. We are proud of our unique business culture, founded on the passion of our people, dedicated to the success of our clients. As a company, we reward innovation and professionalism and support personal development. We invest in our employees through offering competitive compensation and benefits, comprehensive training opportunities, and employee programs to promote a healthy work‑life balance and personal well‑being. Our culture thrives on teamwork and diversity. Therefore, we hope to see you bring your unique perspective and talent to SS&C and thrive!

The Team Manager will oversee a team of administrators who investigate and respond to Customer, Agent and Management Company queries in line with service level agreements (SLAs) and key performance indicators (KPIs). Provides mutual funds transaction processing services with a customer‑focused approach. Provides proactive and innovative solutions to customers. Skilled support representative working on varied tasks that require resourcefulness, self‑initiative, and significant judgement within defined procedures.

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 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!

• Connect with your team: Set SMART objectives and hold regular documented reviews of individual performance (monthly 1:1s as a minimum), write training plans and coaching sessions to motivate and develop the team.
• Develop and improve communication between Client Services Written and other areas within SS&C. Encourage collaboration between teams to resolve issues.
• Ensure you meet Client expectations, build relationships, proactively look for ways to improve the service we provide to our Clients and their Customers.
• Make the most of opportunities to grow revenue and/or reduce costs. Manage within budget, operate efficiently so that you and your team delivers the most value to SS&C.
• Strive to exceed minimum standards in line with KPIs both in terms of quality & productivity.
• Ensure processes and procedures are appropriately controlled, reviewed and updated within timeframes.
• Respond positively to the goals of the organisation and actively add to the success of the overall division.
• Display flexibility and adaptability at all times in response to the challenging, changing environment.
• Pursue and take responsibility for personal development.

• To be quality driven, aiming for 100% accuracy and timeliness of delivery.
• To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer (internal and external).
• To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.
• To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
• To communicate and promote the values which reinforce and support a consistent quality culture.
• Exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
• Uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.
• Comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Assets, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.
• To communicate openly and honestly with their team.
• To ask, listen and understand the team.

• To be fair and consistent across the team.
• To be accountable for own actions and the actions of the team.
• To support their teams development and champion professional development.

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a diverse workforce in the widest sense.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from head‑hunters, recruitment agencies, or fee‑based recruitment services.

All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in the hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background‑checking process should you be successful.

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.