Specialist - Financial Service Operations
Location
Pune, Maharashtra, India
Work type
Onsite
Employment
Full Time
Experience
2-5 years
Compensation
Compensation not disclosed
Posted
7h ago
Summary and responsibilities
Role overview
Summary
As a Financial Services Operations Representative, you will provide transaction-processing services for a Mutual Fund client, focusing on efficiency and accuracy. This role involves daily account activities, processing financial service requests, and interacting with account holders to research and resolve complex issues.
Job description: SC1 to SC4 - Operations
Financial Services Operations Representative
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.
Role Overview
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.
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.
Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes.
What You Will Bring
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.
Updated 7h ago
Candidate fit
Skills and qualifications
Additional skills
Experience
2-5 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
SS&C
Team size
Growing team
Location
Pune, Maharashtra, India
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.
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Specialist - Financial Service Operations
Pune, Maharashtra, India • Full Time