[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.ResponsibilitiesProcess mutual fund transactions with a strong customer-focused approachProvide proactive and innovative solutions to client inquiriesHandle complex customer interactions including escalations, trade entry, account inquiries, and research requestsApply advanced functional knowledge to evaluate issues and recommend solutionsSupport and guide less experienced team members in a leadership capacityIdentify and recommend process improvements and new proceduresDeliver consistent, high-quality service across all contact center interactionsSkillsHigh school diploma with 4+ years of related experienceContact center experience requiredStrong problem-solving and decision-making skills within structured proceduresExcellent communication and customer service skillsAbility to manage multiple tasks and priorities effectivelyDemonstrated ability to work independently and within a team environmentExperience in a senior agent or team lead capacityBackground in financial services or mutual fund operationsProven ability to mentor or guide team membersStrong understanding of contact center workflows and escalation handlingProcess improvement mindset with the ability to suggest enhancementsBenefitsMedical, dental, and vision coverageA 401(k) plan with company matchPaid time off, holidays, and parental leaveProfessional development reimbursement opportunityCompany OverviewSS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. It was founded in 1986, and is headquartered in Windsor, CT, US, with a workforce of 10001+ employees. Its website is https://www.ssctech.com.Company H1B SponsorshipSS&C Technologies has a track record of offering H1B sponsorships, with 12 in 2026, 105 in 2025, 59 in 2024, 74 in 2023, 35 in 2022, 30 in 2021, 21 in 2020. Please note that this does not guarantee sponsorship for this specific role.