Financial Services Operations Representative I, II, III (Remote)

Ss&c Technologies Holdings; Phoenix (AZ); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k Matching

Professional Development Reimbursement

Paid Holidays

Medical/Dental/Vision

Employee Assistance Program

Parental Leave

Remote Work Model

Diversity & Inclusion

SS&C University Training

Job summary

SS&C Technologies is seeking a Financial Services Operations Representative I-III to join our remote team supporting Mutual Fund clients. You will perform daily account activities and process service requests with accuracy, working within a collaborative virtual environment to deliver exceptional service.

During training you will learn our processes and systems, then execute purchases, redemptions, transfers and account maintenance while meeting quality and productivity targets.

Qualifications

• High School Diploma or equivalent with 1-year work-related experience. Preference 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.

Responsibilities

• 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; bring 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 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 review and ensure accuracy of work entered, provide coaching when needed, and make recommendations for procedural changes.

Skills

Critical thinking

Attention to detail

Communication skills

Problem solving

Self-motivation

Virtual collaboration

Time management

Education

High School Diploma or equivalent

Job description

Job Description

Financial Services Operations Representative I, II and III (GIDS Core Processing) – Remote (Alabama, Arizona, California, 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). Remote Work Schedule: 8am – 5pm EST, Monday to Saturday. Additional time off will be provided during the week to compensate for Saturday hours.

Training will be the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) 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.

Benefits

• Flexibility: Remote Work Model & 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: Commitment 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 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; bring 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 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 review and ensure accuracy of work entered, provide coaching when needed, and make recommendations for procedural changes.

What You Will Bring

• Critical thinking skills with 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 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 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 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.

Equal Employment Opportunity Statement

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.