Job Details

ID #45818308
State Missouri
City Kansas city
Job type Permanent
Salary USD TBD TBD
Source SS & C Technologies Inc
Showed 2022-09-19
Date 2022-09-18
Deadline 2022-11-16
Category Et cetera
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Financial Services Operations Representative I

Missouri, Kansas city, 64101 Kansas city USA

Vacancy expired!

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity , then we are the right fit for you.

Job Description:

What you will be doing
  • 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.

What it takes
  • 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.

Why SS&C

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries; offering a competitive compensation and benefits package. We believe that a balanced life is important. SS&C provides a variety programs, tools, and resources to help you manage the health and well-being of you and your family, and reaching your financial goals. We offer the following and more our team members:
  • Medical, Dental, Vision, Life & Disability plans.
  • Retirement plan with 100% employer match up to 6% with immediate vesting.
  • Personal and professional development programs including tuition reimbursement and internal certifications.
  • Generous paid time off program including paid holidays and volunteer time.

Our team members share a commitment to ongoing professional development while delivering exceptional quality service to our clients.

Apply today to speak with one of our Talent Advisors and to learn more about this exciting career opportunity.

Location:Kansas City Missouri

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here . SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at for assistance.

Vacancy expired!

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