Financial Services Operations Representative III (PA-DSR-Q2-5)

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Financial Services Operations Representative III

Location: Kansas City, MO | Hybrid

Missouri, Florida, Kansas, Massachusetts, North Carolina, Texas | Remote

Get To Know Us:

In this role, you will be processing trade and asset spreadsheets within our spreadsheet load application. You may be required to work closely with external clients as well as internal management teams. This role will also assist with Blue Prism automation and testing.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and 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 DCIO business 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.

What You Will Bring:

• Bachelor’s degree required; or high school diploma with 2+ years of relevant experience
• Strong analytical skills and independent judgment in handling moderately complex tasks
• Advanced Excel proficiency (pivot tables, VLOOKUPs, and data comparison formulas)
• Effective written and verbal communication; confident in client-facing interactions
• Self-motivated, adaptable, and able to thrive in a fast-paced, ever-changing environment
• Preferred: Knowledge of DCIO/401(k) plans, recordkeeping platforms, and basic Python or SQL experience

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

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 @ www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

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.