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 Representative I

Locations: Kansas City, MO | Hybrid

Get To Know Us:

SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and 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:

• Research, process, and resolve complex transactions, relay problems to management when necessary
• Direct and train others as directed by management; makes suggestions for additional training programs
• Participate in corporate initiatives, best practices and other improvement teams as needed
• Coordinate special projects and reports as assigned
• Track and report trends identified with an end goal of error minimization or elimination
• Ensure adherence to legal and procedural standards
• Review and resolve bank open items related to assigned clients
• Meet quality and productivity goals

What You Will Bring:

• Knowledge of transfer agency, fund procedures, and Federal regulations required in order to process complex transactions accurately and/or communicate with clients, shareowners, broker/dealers.
• Excellent verbal and written communication skills, able to converse knowledgeably and concisely with clients, team members and management.
• Demonstrated ability to provide effective coaching and feedback to develop and support team members.
• Excellent problem solving skills.
• Ability to interpret written requests/issues accurately and supply appropriate follow-up action as necessary.
• Strong computer skills with demonstrated proficiency with the Microsoft Office Product Suite.
• Meets and surpasses quality and productivity objectives within current role; brings a quality mindset to all aspects of the work.
• Excellent ability to multitask in a fast-paced environment, handling and following through on multiple tasks within multiple deadlines for multiple clients.
• Ability to deal with unexpected situations and address sensitive issues.
• Good organizational skills with attention to detail in order to ensure that all deadlines and service levels are met
• Experience with SS&C (formerly DST) proprietary software programs such as TA2000 and AWD preferred

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.