Financial Services Operations Supervisor

SS&C Technologies • SC

100d

About The Position

As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives responsible for delivery service excellence to our clients and their shareholders. Within the Transfer Agency, we provide back-office financial services to Mutual Fund Clients and their investors. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.

Requirements

• High energy and enthusiasm with a passion for people leadership
• Experience in financial services operations
• Bachelor’s degree or 2 years of related industry and leadership experience preferred
• Excellent attention to detail and accuracy and strong multi-tasking skills
• Computer experience (Word, Excel, Microsoft Outlook and Teams)
• Excellent Interpersonal and customer service skills

Responsibilities

• Promote a positive and collaborative environment where associates can thrive and do great work
• Be visible and accessible and offer support that strives to deliver a great work experience for our associates
• Prepare, coach and develop our talent enabling them to offer premier service to our customers and their shareholders
• Direct the day-to-day operational activities, ensuring our representatives achieve optimal performance levels supported by efficient and compliant operations
• Encourage, support, and mentor our employees using creative solutions to promote a positive work environment and high retention and employee satisfaction
• Provide frequent feedback and one on one interactions that help build talent and strengthen skills
• Mentor and lead team members to achieve personal career and development goals within the position
• Monitor team goals and key performance measures and drive necessary adjustments to achieve target results
• Partner with associates, clients and colleagues to deliver a true center of excellence

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: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees