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PAOFFSHOREQ429 Financial Services Representative II

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Pune

AI generated summary

  • You need a high school diploma and at least 1 year of relevant experience.
  • You will process mutual fund transactions, provide customer-centric solutions, support operations with moderate supervision, and apply existing knowledge while following company policies.

Requirements

  • Minimally requires a high school degree and 1 year of related experience.

Responsibilities

  • Provides mutual funds transaction processing services with a customer-focused approach.
  • Provides proactive and innovative solutions to customers.
  • Intermediate level support representative working on semi-routine tasks to support operations.
  • Applies developed knowledge and job skills, and follows defined company policies and procedures to complete tasks.
  • Understands when to deviate from standard practice.
  • Requires moderate supervision on daily work and detailed instructions on new tasks.

FAQs

What is the primary role of a Financial Services Representative II at SS&C?

The primary role involves providing mutual funds transaction processing services with a customer-focused approach, while delivering proactive and innovative solutions to customers.

What level of experience is required for this position?

A minimally required high school degree and 1 year of related experience are needed for this position.

What kind of tasks will the Financial Services Representative II be handling?

The representative will work on semi-routine tasks that support operations, applying developed knowledge and job skills while following defined company policies and procedures.

How much supervision is expected for this role?

The position requires moderate supervision on daily work and detailed instructions on new tasks.

What type of companies does SS&C serve?

SS&C serves a diverse range of clients, from the world's largest financial services and healthcare institutions to local firms.

What kind of benefits does SS&C offer?

SS&C offers excellent benefits including health, dental, a 401k plan, and a tuition and professional development reimbursement plan.

Is SS&C an equal opportunity employer?

Yes, SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant based on various classifications protected by applicable discrimination laws.

How many employees does SS&C have worldwide?

SS&C has over 20,000 employees across more than 90 offices in 35 countries.

Is prior knowledge of mutual funds required for this position?

While not explicitly stated, having related experience in mutual funds or financial services would be beneficial for this role.

Can job seekers submit unsolicited resumes to SS&C?

No, SS&C will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services unless explicitly requested.

Technology
Industry
10,001+
Employees

Mission & Purpose

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.