Fund Services Operations Processor III

2024-01-04
Full Time

Description

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

Title: Financial Services Operations Representative III - Transaction Processing

Location: Hybrid ? Quincy, MA or Kansas City, MO

Get to Know The Team:

The Transaction Processing team is responsible for six participant-level transactions: contributions, enrollments, distributions, transfers, exchanges, participants' account maintenance, & plan account maintenance. Flexible workforces leveraged in multiple locations, automated workforce management tools, and a centralized processing management structure maximize resource utilization and minimize cost. In addition, we leverage a quality methodology that utilizes standard processes and technological automation to focus directly on critical-to-quality processing components.

Why You?ll Love it at SS&C!

  • Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
  • Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
  • Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
  • Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave and more
  • Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
  • Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
  • Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Get To Do:

  • 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; bringing 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 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.

The Impact You Will Make:

  • High School Diploma or equivalent with 2-year work-related experience. �
  • Service-related skill sets with ability to maintain a strong attention to detail and accuracy.
  • Demonstrated ability to meet deadlines and with strong problem solving and resolution skills.
  • Strong collaborative and team working 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. �����
  • Prior experience and/or course work related to banking, investment or financial services preferred.
  • Access to high-speed internet in order to meet remote work requirements.

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.�

#LI-JS1�Hybrid

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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