
Transfer Agency
2 weeks ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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.
Job Description
Primary Responsibilities:
Actively and effectively manages the day-to-day customer service delivery model for assigned clients by:
- Execute all client instructions from standard to complex (high dollar) transactions at expected level of speed and accuracy
- Able to execute all steps of the processing lifecycle, comprising of all work types from medium to high complexity. - high (high dollar transactions; simple and complex work types
- Knowledgeable when it comes to Manco services, products, policies and procedures pertaining to the team’s accountable transactions
- Liaise with internal teams to facilitate client service requirements
- Takes ownership of specific requests/issues to ensure end to end support is followed
- Ensure timely resolution of escalations, sensitive issues or requests are processed meeting SLA’s and in good order
Skills and Competencies
- Post-secondary education in a related discipline
- Previous experience in a service oriented environment; mutual fund back office operations strong client focus
- Excellent interpersonal, written and verbal communication skills
- Team Player, able to work in a team environment with shared goals and accountabilities
- Willingness to work in an environment with flexible schedules that is driven by client commitments and high volumes
- Demonstrated process improvement capability
- Ability to communicate complex business and technical concepts plainly and simply
- Ability to organize and prioritize work. Ability to work on multiple and changing priorities within specified timeframes
- Able to co-ordinate and operate in occasionally stressful situations in resolving the client’s issues
- Highly analytical with a high degree of attention to detail to ensure 100% accuracy on all transactions
- Understands the business impact of escalated incidents and service requests
- Positive impact - performs in a manner that makes a strong positive impression on others; e.g., high energy level, a problem-solving approach, and the ability to act with a sense of urgency when the situation demands it
- Relationship builder - constructs, maintains, nourishes relationships with all stakeholders
- Proactive in acquiring information to develop new skills to improve job performance. Grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner
- Knowledge of FAST/iFAST Desktop system, iFAST Base & Surround Products would be an asset
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 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.
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