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SS&C

Cloud-based SaaS for financial operations

Administration Specialist - Financial Services Operations

Customer SupportConfirmed live in the last 24 hours
Full-timeMumbai, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

  • Proficiency in spoken and written English is essential for communicating with UK colleagues and UK and global clients.
  • At least 2 years of experience in a contact centre role.
  • Good keyboard skills and familiarity with Microsoft Word and Excel.
  • Ability to identify areas of risk or concern within the team or business.
  • Ability to complete a variety of tasks to support team leads, team managers, and other teams as business needs require.
  • Ability to keep knowledge of processes, products, and applicable regulations up to date.

Responsibilities

  • Comply with applicable regulatory regimes, including data protection, financial crime prevention, and CASS regulations.
  • Provide real-time assistance to clients through inbound and outbound telephone calls and web chat, answering questions, resolving issues, and offering guidance.
  • Process transactions within agreed service levels, quality standards, and applicable financial authority limits.
  • Support clients with platform-specific support tools and processes.
  • Adhere to schedules to achieve service-level agreements.
  • Respond to client enquiries accurately and promptly while maintaining a professional, client-centric approach.
  • Escalate issues or potential breaches to the line manager.
  • Provide a quality service with accurate and timely delivery.
  • Review processes and practices within the role and propose improvements when individual or team performance is affected.

Desired Qualifications

  • Experience in the UK mutual funds financial services environment is preferred.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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