Financial Services Operations Representative I

About the role

In your role as a Financial Services Operations Representative, you are the front line to our clients and our clients’ clients. This position provides transaction processing services with a customer-focused approach. You will work as part of a team for the purpose of providing proactive and innovative solutions to customers. Team members share a commitment to professional development and delivery of quality service.

Responsibilities

• Process a high volume of transactions for alternative investment (ALTS) accounts, including purchases, redemptions, transfers, and account updates, ensuring accuracy and timeliness.
• Review and validate transaction details to maintain data integrity and minimize risk in a highly controlled environment.
• Follow established procedures and controls to ensure compliance with internal policies and regulatory requirements.
• Collaborate with internal teams to resolve discrepancies and support overall operational efficiency.
• Participate in cross-training opportunities to build knowledge across functions and support team flexibility.

Requirements

• A high school diploma required.
• One year of financial services or related operations experience.
• Strong attention to detail and accuracy.
• Ability to work effectively in a team-oriented, process-driven environment.
• Comfortable managing repetitive tasks while maintaining consistency and quality.
• Basic proficiency with computer systems and ability to learn new tools quickly.
• Flexibility to work overtime as needed to meet high-volume processing demands and critical deadlines, particularly during peak periods.

Qualifications

• Exposure to investment operations, fund accounting, or alternative investments.
• Demonstrated reliability and a strong work ethic in high-volume processing environments.
• Willingness to learn and grow within financial services operations.

Skills

• Attention to detail.
• Computer system proficiency.
• Teamwork and collaboration.
• Problem-solving skills.

Benefits

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Pay

The salary range for this position is $40,000 - $50,000 annually.

Schedule

This position is hybrid, with 6 days per month in-office at Kansas City, MO.