Financial Services Contact Center Team Lead

SS&C Technologies

Financial Services Contact Center Team Lead providing high-quality support for mutual fund transaction processing. Delivering strong customer experience and driving process improvements within complex inquiries.

Posted 6/19/2026full-timeKansas City • Kansas, Massachusetts, Montana • 🇺🇸 United StatesSenior💰 $24 - $38 per hourWebsite

About the role

Key responsibilities & impact

Provide high-quality support for mutual fund transaction processing
Deliver a strong customer experience
Handle complex inquiries and guide team members
Drive process improvements
Process mutual fund transactions with a customer-focused approach
Provide proactive and innovative solutions to client inquiries
Handle complex customer interactions including escalations, trade entry, account inquiries, and research requests
Identify and recommend process improvements and new procedures
Deliver consistent, high-quality service across all contact center interactions

Requirements

What you’ll need

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

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

problem-solvingdecision-makingcommunicationcustomer servicetime managementteamworkindependencemulti-tasking

Certifications

high school diploma