- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more
- 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.
- 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. 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.
- High speed internet
- Dedicated quiet workspace in your home to attend training and work without distraction, background noise and/or interruption.
-
SS&C Technologies Kansas City, United States Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Senior Clinical Research Coordinator
2 weeks ago
Tekton Research Kansas, United StatesGood News Team Tekton is now hiring an onsite Sr. Clinical Research Coordinator in Wichita, KS · Location: 1130 South Clifton Avenue Wichita, KS. 67218 · The CRC III/Clin Ops will be responsible for all duties related to the conduct of clinical trials, including but not limited t ...
-
Senior Financial Analyst
4 weeks ago
Waste Management , Inc. Kansas City, United StatesAs an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · Waste Management (WM), a Fortune 25 ...
-
Vocational Rehabilitation Counselor
1 week ago
State of Kansas Kansas, United StatesEmployment Benefits · In addition to the starting salary, the State of Kansas offers a significant benefits package that is available the first day of employment. All benefits eligible, full-time employees may elect to enroll in: · Health Insurance including medical; dental; vis ...
-
Social Services Specialist
4 days ago
State of Missouri Kansas City, MO, United StatesThe Department of Social Services partners with families and communities to protect children, rehabilitate youth and move families to self-sufficiency so that Missourians can lead safe, healthy and productive lives. · Are you passionate about helping people? Do you love working ...
-
Systems Engineer III
1 week ago
HNTB Kansas City, United StatesWhat We're Looking For · At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. W ...
-
Pharmacy Technician III
1 week ago
University Health Kansas City, United StatesIf you are a current University Health or University Health Physicians employee and wish to be considered, you must apply via the internal career site. · Please log into myWORKDAY to search for positions and apply. · Pharmacy Technician III (Pharmacy Systems Analyst) - Pharmacy ...
-
Pharmacy Technician III
1 week ago
Truman Medical Centers Kansas City, United StatesIf you are a current University Health or University Health Physicians employee and wish to be considered, you must apply via the internal career site. · Please log into myWORKDAY ) to search for positions and apply. · Pharmacy Technician III (Pharmacy Systems Analyst) - Pharmacy ...
-
Senior Financial Analyst
4 weeks ago
Waste Management , Inc. Kansas City, United StatesAs an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · Waste Management (WM), a Fortune 25 ...
-
Project Archaeologist
1 week ago
WSP Kansas City, United StatesOur Business · We are a global leader in environmental consulting - made stronger with the recent acquisition of Wood's Environment & Infrastructure business and Golder - with world-class expertise in environmental, social and governance (ESG), climate resiliency & sustainabilit ...
-
Private Client Advisor
4 weeks ago
Commerce Bank Kansas City, United StatesAbout Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our cul ...
-
Cook III
2 days ago
Marriott Kansas City Downtown Kansas City, United StatesJob Summary: · Informacin disponible en espaol a continuacin. · The Cook III is responsible for supervising the preparation of all food items for the Restaurant/Dining Outlet Cafe Room Service Employee Cafeteria and Banquets while maintaining the highest standards to produce an ...
-
Health Insurance Specialist
3 weeks ago
Department Of Health And Human Services Kansas City, United StatesSummary · This position is located in the Department of Health & Human Services (HHS), Centers for Medicare & Medicaid Services (CMS), Center for Medicare (CM), Medicare Contractor Management Group (MCMG), Southern MAC Program Management Division (SMPMD). · As a Health Insuranc ...
-
OB/GYN Maternal and Fetal Medicine
5 days ago
The University of Kansas Hospital Kansas City, United StatesOBGYN: Maternal and Fetal Medicine · The Division of Maternal-Fetal Medicine at The University of Kansas Health System is seeking a Board Eligible/Board Certified MFM specialist to join its team in delivering compassionate and quality care to the community. We offer a supportive ...
-
Residential Truck Driver
1 week ago
wm Kansas City, United States**Now Hiring Residential Truck Drivers in Kansas City, KS** · The value of a WM job is more than a paycheck Our WM team is home every day. Amazing Medical, Dental & Vision, 401K with match, and more · **Preferred:** At least 1 year of CDL driving experience. Successful candidates ...
-
CDL Truck Driver
1 week ago
wm Kansas City, United States**Now Hiring Residential, Commercial, and Roll-Off Truck Drivers in Kansas City, KS** · The value of a WM job is more than a paycheck Our WM team is home every day. Amazing Medical, Dental & Vision, 401K with match, and more · **Preferred:** At least 1 year of CDL driving experie ...
-
CDL Truck Driver
1 week ago
wm Kansas City, United StatesNow Hiring Residential, Commercial, and Roll-Off Truck Drivers in Kansas City, KS · The value of a WM job is more than a paycheck Our WM team is home every day. Amazing Medical, Dental & Vision, 401K with match, and more · Preferred: At least 1 year of CDL driving experience. S ...
-
Route Manager
3 weeks ago
Waste Management Kansas City, United StatesJob Description · Job DescriptionABOUT WM · WM is North America's largest comprehensive waste management environmental solutions provider. Previously known as Waste Management and based in Houston, Texas, WM is driven by commitments to put people first and achieve success with in ...
-
Senior Financial Analyst
3 weeks ago
Waste Management , Inc. Kansas City, United StatesAs an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · Waste Management (WM), a Fortune 25 ...
-
CDL Truck Driver
2 weeks ago
wm Kansas City, United StatesNow Hiring Residential, Commercial, and Roll-Off Truck Drivers in Kansas City, KS · The value of a WM job is more than a paycheck Our WM team is home every day. Amazing Medical, Dental & Vision, 401K with match, and more · Preferred: At least 1 year of CDL driving experience. S ...
Financial Services Operations Representative I, II, III - Kansas City, United States - SS&C Technologies
Description
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
Financial Services Operations Representative I, II and III (GIDS Core Processing)
We are currently seeking talent in anticipation of an upcoming training class to support our GIDS Core Processing team as they prepare to increase their team capacity to support new business growth. Training dates have yet to be determined; however, we anticipate classes to begin within the July-August timeframe.
Hybrid Work Schedule: 8am – 5pm EST, Monday through Friday, with the potential for Saturday hours as needed. For those assigned to Saturday work schedules, alternative time off will be given during the work week to adjust for the hours.
Our hybrid work model facilitates an optimal blend of flexible work arrangements and in-person team collaboration. This approach not only increases efficiency but also helps us to focus on achieving our critical goals, all while providing the best possible service to our clients.
Training will be 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.
Role Overview
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 while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.
Why You Will Love It Here
What you will be doing
What You Will Bring
Required Minimum Work-space and Internet Specifications:
Thank you for your interest in SS&C To further explore this opportunity, please apply to start your application today
#LI-HYBRID #LI-JW3
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
