Teams at SS&C Technologies

Processes mutual fund transactions while providing proactive, customer-focused support. Evaluates issues, recommends solutions, works independently on varied tasks, suggests procedural improvements, and guides less experienced team members. May provide team leadership within defined procedures.

Supervises a team of transfer agency representatives supporting mutual fund operations. Directs daily activities involving account establishment, shareholder and broker-dealer trades, money movement, and fund and investor data analysis. Coaches and develops employees, monitors performance metrics, promotes service excellence, ensures compliant and efficient operations, and drives process improvements and employee engagement.

Process mutual fund account transactions, including purchases, redemptions, maintenance, and new account setup. Review work for accuracy, meet quality and productivity goals, research and resolve account issues, communicate with advisors, shareholders, and clients, and collaborate effectively in a virtual environment. Senior representatives may review work, coach colleagues, and recommend procedural improvements.