Financial Services Contact Center Team Lead
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Financial Services Contact Center Team Lead
Locations: Braintree, MA | Kansas City, MO (Hybrid preferred – open to remote for the right candidate based on location)
About the Role
The Financial Services Contact Center Team Lead provides high-quality support for mutual fund transaction processing while delivering a strong customer experience. This role combines advanced problem-solving, leadership support, and operational expertise to handle complex inquiries, guide team members, and drive process improvements.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
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
Required Experience
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
What Sets You Apart (Preferred Qualifications)
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
Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-SG2
#LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Massachusetts: The expected hourly wage for the position is between $24.00 USD/hour to $37.63 USD/hour.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Job Description
Job Title: Financial Services Contact Center Team Lead
Locations: Braintree, MA | Kansas City, MO (Hybrid preferred – open to remote for the right candidate based on location)
About the Role
The Financial Services Contact Center Team Lead provides high-quality support for mutual fund transaction processing while delivering a strong customer experience. This role combines advanced problem-solving, leadership support, and operational expertise to handle complex inquiries, guide team members, and drive process improvements.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
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
Required Experience
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
What Sets You Apart (Preferred Qualifications)
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
Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-SG2
#LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Massachusetts: The expected hourly wage for the position is between $24.00 USD/hour to $37.63 USD/hour.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.