Financial Services Operations Representative II

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.

Job Description

Financial Services Operations Representative II

Locations: Kansas City, MO | Hybrid

Get To Know Us:

In your role as an Financial Services Operations Representative II, you will be providing transaction-processing services with a service orientated approach for our Institutional 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 clients 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 and 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:

• Perform daily account activities to provide world-class service to our customers by processing complex service requests with efficiency and accuracy to meet multiple intra-day deadlines. 
• After 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.
• Assist team in overall performance deliverables by ensuring workflow queues are managed and cleared daily to meet client expectations.
• Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes. 
• Build and maintain strong relationships with internal and external clients.
• On occasion, work with clients over the phone in order to resolve complex issues. 
• Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.
• Take initiative to cross train in different areas to expand knowledge, develop new skills to develop career within the organization.
• Lead and collaborates as a liaison between cross-functional teams and external parties.
• Assist with training others as new hires onboard and/or cross training needs are identified.

What You Will Bring:

• Service related skill sets with ability to maintain a strong attention to detail and accuracy.
• Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills.
• Solid written and verbal communication skills
• Demonstrated ability to remain adaptable and flexible with change.

• Demonstrated computer skills with the ability to navigate and toggle between multiple programs simultaneously to perform daily functions.  Experience with Microsoft Office products such as Word, Excel & Outlook. Experience with AWD, TA2000, Control Workstation and other banking software platforms are beneficial but not required.
• Self-motivation with demonstrated ability to work and collaborate in a virtual environment.

• Ability to interpret written and telephone requests/issues accurately and supply appropriate follow-up action as necessary.
• High School Diploma or equivalent; Bachelor’s Degree with related industry experience preferred.
• Banking, investment or a financial background preferred.
• At least one to two years of previous customer service experience within retail, banking or financial services preferred.
• Access to high-speed internet in order to meet remote work requirements.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

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