Financial Services Operations Representative , II, III; Remote

Job Description

Financial Services Operations Representative I, II and III (GIDS Core Processing) – Remote (Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Wisconsin, Wyoming). Remote

Work Schedule:

8am – 5pm EST, Monday to Saturday. Additional time off will be provided during the week to compensate for Saturday hours.

Training will be the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role.

As a Financial Services Operations Representative, you will be providing transaction‑processing services with a service‑orientated approach for our Mutual Fund clients. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy. This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items.

Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.

• Flexibility:
  Remote Work Model & 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:
  Commitment 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!

• Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy.
• After attending formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set‑up.
• Meet and surpass quality and productivity objectives within current role; bring a quality mindset to all aspects of the work.
• Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes.
• Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally.
• On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone to resolve complex issues or clarify incoming requests.
• Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.
• Coordinate and participate in special projects as assigned.
• Reps II and III will review and ensure accuracy of work entered, provide coaching when needed, and make recommendations for procedural changes.

• Critical thinking skills with ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills.
• Service‑related skill set with ability to maintain strong attention to detail and accuracy.
• Demonstrated ability to meet deadlines, remain adaptable and flexible with change.
• Exceptional written and verbal communication skills.
• Demonstrated computer skills with ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions.
• Self‑motivation with demonstrated ability to work and collaborate in a virtual environment.
• High School Diploma or equivalent with 1‑year work‑related…