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SS&C Technologies Financial Services Operations Supervisor in Quincy, Massachusetts

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity , then we are the right fit for you.

Job Description:

Currently offering hybrid and remote work opportunities for this role.

Hybrid and/or Remote Work Opportunity for the following markets:

Missouri, Massachusetts

Remote/Work from home opportunity for the following markets:

Arizona, California, Delaware, Florida, Georgia, Kansas, Maine, Massachusetts, Missouri, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia.

Role Overview

As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives. 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.

Job Responsibilities

This includes but not limited to:

  • Supervise, coach and direct the activities of the Investor Solutions team. Ensure representatives are accurate and timely in their communications with shareholders.

  • Motivate employees and create solutions to boost employee morale and satisfaction.

  • Complete one on ones and annual reviews

  • Monitor an ongoing metric system for the team and individual associates.

  • Understands daily shareholder requests and knows what is needed in order to complete those requests/inquiries

  • Ability to guide the team with appropriate direction on shareholder requests/inquiries as needed

  • Monitor mail volumes and ensure that all mail/faxes/overnights have been accounted for and scanned in on a daily basis

  • Manage daily workflow activities and projects

  • Work closely internally and externally with other Transfer Agency supervisors and managers to prepare for client launches and conversions.

  • Ensure all team responsibilities are completed daily/monthly/annually

  • Understand procedural requirements, industry regulations, and identify solutions when alternatives are needed.

  • Create and implement controls, ensure completion of checklists, and maintain department records to reduce risk of errors and facilitate audit review.

  • Provide progress updates and documentation to Management

  • Other duties, as assigned


  • Bachelor’s degree or 2 years of related industry and leadership experience preferred

  • Experience in transfer agency or mutual fund client service preferred

  • Excellent attention to detail and accuracy and strong multi-tasking skills

  • Computer experience (Word, Excel, Microsoft Outlook)

  • Interpersonal and customer service skills

  • Ability to work independently as well as in a team environment

  • Flexibility in schedule & ability to work weekends

  • General understanding of all TA functions


Kansas City Missouri

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here ( and here ( . SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at for assistance.