Sr Associate

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.

Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide.

More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Training will be for the first 4- 6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role.

As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client.

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 while working to research and resolve open items.

Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.

What you will be doing

• 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, 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 .
• Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally.