Job description
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:
Institutional Funds Representative II
Locations: Kansas City, MO | Hybrid
Get To Know The Team:
As an Institutional Funds Representative, you will be responding to caller inquiries with an expected high level of accuracy, while providing an excellent quality customer service experience. This position is an excellent career building opportunity that will have you professionally interacting with shareholders, brokers and dealers in our inbound call center. Working as part of a team to provided proactive and innovative solutions with a high attention to detail, service quality, and account accuracy.
Why You Will Love It Here!
- 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!
What You Will Get To Do:
- Daily work includes phone coverage for routine inquires, transaction processing/data entry, while maintaining high standards of quality assurance. Occasionally calls may be more complex and/or require escalation.
- Maintain records for customers (e.g. shareholders, broker/dealers, third-party entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.
- Process financial and non-financial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industry-related products/systems.
- Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work.
- Evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, and/or legal regulations.
- 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.
- 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.
- Lead and collaborate as a liaison between cross-functional teams and external parties.
- Assist with training others as new hires onboard and/or cross training needs are identified within the team.
What You Will Bring:
- Passion for delivering excellence in customer service.
- Precise attention to detail with demonstrated ability for delivering high quality results in a fast paced and deadline driven work environment.
- Demonstrated ability to remain adaptable and flexible with change.
- Strong organizational skills.
- Excellent interpersonal and communication skills (verbal and written).
- 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.
- Ability to work independently as well as within a team environment.
- Self-motivation with demonstrated ability to work and collaborate in a virtual environment.
- 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.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at
www.ssctech.com/careers
.
#LI-HD1 #LI-HYBRID
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
PeopleCenter@dstsystems.com
for assistance.
conforminform.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, conforminform.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, conforminform.com is the ideal place to find your next job.