Financial Services Operations Representative I
About The Position
As a Financial Services Operations Representative, you are the front line to our clients and our clients’ clients. This position provides transaction processing services with a customer-focused approach. You will work as part of a team for the purpose of providing proactive and innovative solutions to customers. Team members share a commitment to professional development and delivery of quality service. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
Requirements
- High school diploma required
- 1 year of financial services or related operations experience
- Strong attention to detail and accuracy
- Ability to work effectively in a team-oriented, process-driven environment
- Comfortable managing repetitive tasks while maintaining consistency and quality
- Basic proficiency with computer systems and ability to learn new tools quickly
- Flexibility to work overtime as needed to meet high-volume processing demands and critical deadlines, particularly during peak periods.
Nice To Haves
- Exposure to investment operations, fund accounting, or alternative investments
- Demonstrated reliability and a strong work ethic in high-volume processing environments
- Willingness to learn and grow within financial services operations
Responsibilities
- Process a high volume of transactions for alternative investment (ALTS) accounts, including purchases, redemptions, transfers, and account updates, ensuring accuracy and timeliness.
- Review and validate transaction details to maintain data integrity and minimize risk in a highly controlled environment.
- Follow established procedures and controls to ensure compliance with internal policies and regulatory requirements.
- Collaborate with internal teams to resolve discrepancies and support overall operational efficiency.
- Participate in cross-training opportunities to build knowledge across functions and support team flexibility.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
