Financial Services Operations Representative I

Job Overview

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Employment Type

Full-time
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Benefits

Medical insurance
Dental Insurance
Vision Insurance
401(k) plan with Company Match
Paid Time Off
Holidays
Parental leave
Professional Development Reimbursement

Job Description

SS&C Technologies is a leading global financial services and healthcare technology company headquartered in Windsor, Connecticut. With over 27,000 employees spread across 35 countries, the company proudly supports more than 20,000 financial services and healthcare organizations worldwide, ranging from some of the largest multinational corporations to small and mid-market firms. SS&C is known for combining proprietary technology with deep industry expertise, providing its clients with scalable, innovative solutions that address the complexities of financial and healthcare operations. The company's dedication to technology and professional excellence makes it a standout in its industry, continuously innovating to meet evolving client needs and regulatory demands.

The Financial Services Operations Representative I role at SS&C Technologies is positioned under the hybrid work model based in Kansas City, MO, requiring employees to be on-site six days per month. The position plays a critical role as the first point of contact for clients and their customers, delivering transaction processing services with a strong customer service focus. Individuals in this role are part of a collaborative team environment, committed to professional growth and the delivery of high-quality service. This opportunity offers employees exposure to real-world operational challenges and enterprise-level environments, and the chance to engage with cutting-edge financial platforms and technologies.

As a Financial Services Operations Representative I, the successful candidate will be responsible for processing a high volume of transactions related to alternative investment accounts, including tasks such as purchases, redemptions, transfers, and account updates. Attention to detail, accuracy, and adherence to processes and controls are paramount, especially in a highly regulated and controlled setting to ensure compliance with internal policies and external regulatory standards. The role also involves validating transactional data to maintain integrity and reduce risk to the organization.

Collaboration is another vital component, as the representative works alongside internal teams to resolve discrepancies and enhance overall operational efficiency. SS&C encourages a culture of continuous learning and flexibility; as such, cross-training is an expected part of the role to broaden knowledge and support team adaptability. Moreover, this position demands flexibility to manage peak workloads, including the willingness to work overtime when necessary.

SS&C Technologies offers a comprehensive total rewards package that supports employee wellbeing, career growth, and financial security. Benefits include medical, dental, and vision coverage; a 401(k) plan with a company match; paid time off including holidays and parental leave; and opportunities for professional development reimbursement. This role promises a professional environment where innovation meets global opportunity, making it an excellent career choice for motivated individuals seeking growth within financial services operations.

Job Requirements

  • High school diploma
  • 1 year of financial services or related operations experience
  • Strong attention to detail and accuracy
  • Ability to work effectively in a team-oriented, process-driven environment
  • Comfortable managing repetitive tasks while maintaining consistency and quality
  • Basic proficiency with computer systems and ability to learn new tools quickly
  • Flexibility to work overtime as needed to meet high-volume processing demands and critical deadlines, particularly during peak periods

Job Qualifications

  • High school diploma
  • 1 year of financial services or related operations experience
  • Strong attention to detail and accuracy
  • Ability to work effectively in a team-oriented, process-driven environment
  • Comfortable managing repetitive tasks while maintaining consistency and quality
  • Basic proficiency with computer systems and ability to learn new tools quickly
  • Flexibility to work overtime as needed to meet high-volume processing demands and critical deadlines, particularly during peak periods
  • Exposure to investment operations, fund accounting, or alternative investments
  • Demonstrated reliability and a strong work ethic in high-volume processing environments
  • Willingness to learn and grow within financial services operations

Job Duties

  • Process a high volume of transactions for alternative investment accounts including purchases, redemptions, transfers, and account updates, ensuring accuracy and timeliness
  • Review and validate transaction details to maintain data integrity and minimize risk in a highly controlled environment
  • Follow established procedures and controls to ensure compliance with internal policies and regulatory requirements
  • Collaborate with internal teams to resolve discrepancies and support overall operational efficiency
  • Participate in cross-training opportunities to build knowledge across functions and support team flexibility

Job Criteria

Experience

No experience required


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