Teams at SS&C Technologies

Provides mutual fund transaction processing and customer support services. Develops proactive solutions, evaluates issues, recommends improvements, exercises judgment within established procedures, and guides less experienced team members. May lead team activities and recommend new procedures. Requires a high school diploma and four years of related experience.

Processes mutual fund transactions, including purchases, redemptions, account maintenance, and new account setup. Reviews work for accuracy, resolves complex issues with advisors and shareholders, meets quality and productivity goals, and collaborates virtually with internal and external stakeholders. The role requires careful research, strong communication, problem-solving, adaptability, and attention to detail. Senior representatives may also coach colleagues and recommend procedural improvements.

Responsible for accounting and valuation of complex investments, including derivatives, fixed-income securities, and international financial products. Leads small to moderately complex projects and handles complex tasks requiring sound judgment, initiative, and resourcefulness. Evaluates issues, develops creative solutions, demonstrates specialized expertise, and recommends improved procedures.