16 Aug
|
SS&C
|
Navi Mumbai
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
Financial Services Operations Representative
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 prospect 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 recent 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.
-
📌 Specialist - Financial Service Operations (Navi Mumbai)
🏢 SS&C
📍 Navi Mumbai