Job Description
Supervisor, Financial Services Operations
Locations : Hybrid Kansas City, MO; Quincy, MA
Remote Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Washington, Wisconsin, Wyoming
Get To Know The Team :
As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives responsible for delivery service excellence to our clients and their shareholders.
Within the Transfer Agency, we provide back-office financial services to Mutual Fund Clients and their investors. These services include establishing accounts, processing shareholder and broker / dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.
Why You Will Love It Here!
- Flexibility : Hybrid Work Model & a 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 : Committed 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!
What You Will Get To Do :
- Promote a positive and collaborative environment where associates can thrive and do great work
- Be visible and accessible and offer support that strives to deliver a great work experience for our associates
- Prepare, coach and develop our talent enabling them to offer premier service to our customers and their shareholders
- Direct the day-to-day operational activities, ensuring our representatives achieve optimal performance levels supported by efficient and compliant operations.
- Encourage, support, and mentor our employees using creative solutions to promote a positive work environment and high retention and employee satisfaction.
- Provide frequent feedback and one on one interactions that help build talent and strengthen skills
- Mentor and lead team members to achieve personal career and development goals within the position
- Monitor team goals and key performance measures and drive necessary adjustments to achieve target results
- Partner with associates, clients and colleagues to deliver a true center of excellence
What You Will Bring :
- High energy and enthusiasm with a passion for people leadership
- Experience in financial services operations
- Bachelor’s degree or 2 years of related industry and leadership experience preferred
- Excellent attention to detail and accuracy and strong multi-tasking skills
- Computer experience (Word, Excel, Microsoft Outlook)
- Excellent Interpersonal and customer service skills
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