Specialist - Financial Services Operations

Overview

An administration role processing and authorizing customer transactions, including complex and nonstandard ones, within agreed service levels and financial authority limits, with real-time client support.

What you'll do

• Process and authorize a variety of customer transactions, including complex and nonstandard transactions, to agreed service levels, quality standards and financial authority limits where relevant.
• Provide real-time assistance to clients through inbound and outbound telephone calls and web chat, answering questions, resolving issues and offering guidance.
• Support clients with a number of platform-specific support tools and processes.
• Adhere to schedules to ensure Service Level Agreements are achieved.
• Ensure timely and accurate responses to client enquiries while maintaining a professional, client-centric approach.
• Provide a quality service, aiming for 100% accuracy and timeliness of delivery.
• Comply with the regulatory regimes in which SS&C operates, including Data Protection, Financial Crime Prevention and CASS regulations.
• Escalate issues or potential breaches to the Line Manager.
• Take a flexible approach to completing a variety of tasks to support TL / TM and other teams for business needs.
• Review processes and practices to propose change and improvement where individual and team performance are being affected.
• Keep your knowledge of processes, products and appropriate regulation up to date.
• Identify areas of risk or concern, either within the team or in the business.

What you'll need

• Proficiency in English (UK), both spoken and written, is essential.
• Proven experience in a contact centre role, with a minimum of 2+ years of experience.
• Good keyboard skills and familiarity with Microsoft Word and Excel.
• Exceptional communication and interpersonal skills.
• Flexible and adaptable to change and challenges.

Nice to have

• Experience in the UK Mutual Funds Financial Services environment.

Details

• Location: Mumbai, India.