Team Lead - Financial Service Operations

SS&C Technologies

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Transaction processing
Attention to detail and accuracy
Service-oriented approach
** SS&C Technologies is seeking a Team Lead for Financial Service Operations to oversee transaction processing for mutual fund clients, focusing on providing exceptional service and innovative solutions. The role requires strong problem-solving skills, attention to detail, and effective communication, with responsibilities including daily account activities and team collaboration in a virtual environment. **

Job Summary

  • As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client.
  • Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy.
  • 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.

Matching Summary

Match Score: 75

** SS&C Technologies is seeking a Team Lead for Financial Service Operations to oversee transaction processing for mutual fund clients, focusing on providing exceptional service and innovative solutions. The role requires strong problem-solving skills, attention to detail, and effective communication, with responsibilities including daily account activities and team collaboration in a virtual environment. **

Skills & Requirements

Must-have

  • Transaction processing
  • Attention to detail and accuracy
  • Service-oriented approach
  • Proactive and innovative solutions
  • Daily account activities
  • Quality and productivity objectives

Nice-to-have

  • Ongoing professional development
  • Exceptional quality service
  • Virtual environment collaboration
  • Maintain working knowledge of trends

Key Requirements

  • Critical thinking and problem-solving skills
  • Service related skill set
  • Demonstrated ability to meet deadlines
  • Exceptional written and verbal communication skills
  • Demonstrated computer skills
  • Self-motivation and ability to collaborate

Work Rights

Not specified

Tailored Resume

Cover Letter