Financial Services Operations Representative III (PA-DSR-Q3-7)

Financial Services Operations Representative III

As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.

Location: Kansas City, MO | Hybrid

Get To Know The Team: In this role, you will be stewarding data on the SS&C SalesConnect system that allows asset managers to track financial advisors and the business they are doing with them. This is a fast paced job and requires complex thinking. Ability to work on your own is a must. Mandatory overtime will occur based on volumes.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a 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
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Develop, interpret, and apply advanced knowledge of mutual funds, alternative products (e.g., ETFs, SMAs etc.), and support operations in order to perform multidisciplinary, complex, and unpredictable work.
• Combine experience and expertise of multiple vertical lines of business; core internal and operations-related applications, products, and processes; and customers' business operations to effectively lead, support, and/or perform operational activities in response to business needs.
• Improve operations by solving problems; generating ideas; creating better controls, products/services, product utilization, and process flows; sharing knowledge and expertise; and training and mentoring employees.
• Navigate and work horizontally across the organization, understanding how different areas integrate and impact each other.
• Understand the interrelationships among customers, vendors, and suppliers (e.g., banks, fund accounting agents, broker dealers).
• Demonstrate acquired knowledge and skills to resolve or recommend solutions for a wide range of tasks or issues.
• Requires limited supervision and only general instructions on new tasks.

What You Will Bring:

• Strong communication skills for collaborating internally and externally via regular phone calls and emails.
• Experience assisting on projects or performing tasks of a moderate level of difficulty that require independent judgement.
• Minimally requires a Bachelor's degree, or high school degree and/or 2 years of related experience.
• Strong analytical and critical thinking skills
• Special consideration will be given for anyone with prior experience with Chorus/AWD and/or strength in MS Excel.

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.

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.