[Remote] Financial Services Contact Center Team Lead
Note: The job is a remote job and is open to candidates in USA. SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Financial Services Contact Center Team Lead provides high-quality support for mutual fund transaction processing while delivering a strong customer experience, handling complex inquiries, and guiding team members.
Responsibilities
- Process mutual fund transactions with a strong customer-focused approach
- Provide proactive and innovative solutions to client inquiries
- Handle complex customer interactions including escalations, trade entry, account inquiries, and research requests
- Apply advanced functional knowledge to evaluate issues and recommend solutions
- Support and guide less experienced team members in a leadership capacity
- Identify and recommend process improvements and new procedures
- Deliver consistent, high-quality service across all contact center interactions
Skills
- High school diploma with 4+ years of related experience
- Contact center experience required
- Strong problem-solving and decision-making skills within structured procedures
- Excellent communication and customer service skills
- Ability to manage multiple tasks and priorities effectively
- Demonstrated ability to work independently and within a team environment
- Experience in a senior agent or team lead capacity
- Background in financial services or mutual fund operations
- Proven ability to mentor or guide team members
- Strong understanding of contact center workflows and escalation handling
- Process improvement mindset with the ability to suggest enhancements
Benefits
- Medical, dental, and vision coverage
- A 401(k) plan with company match
- Paid time off, holidays, and parental leave
- Professional development reimbursement opportunity
Company Overview
Company H1B Sponsorship