Financial Services Operations Representative - PA-OS-BPO-Q4-R022 I

SS&C Technologies • NC

82d

About The Position

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 via outbound phone calls while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.

Requirements

• Critical thinking skills with the 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 a 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 the 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.

Nice To Haves

• Preference is 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; 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 a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order 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 be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes.

Benefits

• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical, Dental, Vision
• Employee Assistance Program
• Parental Leave
• Discounts on fitness clubs, travel and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees