[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