Team Lead

About the Role

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations.

The Team Lead - Financial Service Operations role involves providing transaction-processing services with a service-oriented approach for a Mutual Fund client. This position will be primarily operational, with opportunities to interact with account holders to research and resolve open items. Team members share a commitment to ongoing professional development and delivering exceptional quality service.

Training will be for the first 4-6 weeks, Monday - Friday 8 am to 5 pm EST (7 am-4 pm CST) with mandatory attendance.

Key Responsibilities

• Perform daily account activities to provide excellent service to customers by processing financial service requests with efficiency and accuracy.
• Execute service requests including purchases, redemptions, account maintenance, and new account set-up.
• Meet and surpass quality and productivity objectives.
• Review transactions for quality, ensuring accuracy and escalating areas of concern.
• Work collaboratively within a virtual environment to build and maintain strong relationships.
• Effectively communicate with advisors, shareholders, and the client over the phone to resolve complex issues or clarify requests.
• Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.
• Review and ensure accuracy of work entered, provide coaching when needed, and make recommendations for procedural changes.

Requirements & Tech Stack

• Critical thinking skills with the ability to review and analyze information from multiple resources to make educated decisions.
• Strong problem-solving and resolution skills.
• Service-related skill set with the 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.
• Self-motivation with the demonstrated ability to work and collaborate in a virtual environment.

Qualifications

No explicit qualifications listed beyond the skills and abilities mentioned in "Requirements & Tech Stack".