Talent.com
SS&C Technologies
Financial Services Contact Center Team LeadSS&C Technologies • Braintree, MA, US
No longer accepting applications
Financial Services Contact Center Team Lead

Financial Services Contact Center Team Lead

SS&C Technologies • Braintree, MA, US
30+ days ago
Salary
$24.00 hourly
Job type
  • Full-time
Job description

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.

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.

Create a job alert for this search

Financial Services Contact Center Team Lead • Braintree, MA, US

Similar jobs

Contact Center Strategy, Growth, and Transformation Manager

DeloitteBoston, MA, United States
Full-time

Workforce Management Consultant.Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, transformative tech... Show more

 • Promoted

Client Service Leader (CSL)

AECOMBoston, MA, United States
Full-time

AECOM is currently seeking a dynamic Client Service Leader (CSL) to grow and steward AECOM's municipal water presence in Greater Boston.The ideal candidate will own relationships, strategy, and del... Show more

 • Promoted

Bilingual Call Center Representative / Member Liaison

Healthcare FinancialQuincy, MA, United States
Full-time

Member LiaisonJoin Our Dynamic Team and Make a Meaningful Impact!Are you passionate about helping others navigate complex systems and achieve life-changing outcomes? We are seeking a Member Liaison... Show more

 • Promoted

Intake/Basic Center Specialist

Bridge Over Troubled WaterBoston, MA, United States
Full-time

Intake/Basic Center SpecialistBridge Over Troubled WatersBoston, MAWHO WE AREFor over 50 years, Bridge Over Troubled Waters has provided a comprehensive continuum of care for runaway, homeless, and... Show more

 • Promoted

Client Service Manager II

Arthur J Gallagher & Co.Reading, MA, United States
Full-time

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be backed by our digital... Show more

 • Promoted

Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations

Federal Reserve SystemBoston, MA, United States
Temporary

Federal Reserve Bank of Atlanta.Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the Na... Show more

 • Promoted

Call Center Representative

Berkshire BankMedford, MA, United States
Full-time

Job OpportunityProvides superior customer service and demonstrates desire to help responding to calls from both internal and external customers.Serves as the customer service telephone liaison for ... Show more

 • Promoted

Relationship Banker - NH Central - North Essex Market

Bank of America CorporationHaverhill, MA, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more

 • Promoted

Defense & Federal Programs, Enterprise Client Services Lead

LumafieldBoston, MA, United States
Full-time

Enterprise Client Services Lead.Lumafield is seeking an Enterprise Client Services Lead with experience in Aerospace and/or Defense spanning manufacturing, quality, and engineering to drive outcome... Show more

 • Promoted

Banking Center Senior Relationship Banker

Webster BankBrockton, MA, United States
Full-time

If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, busine... Show more

 • Promoted

Patient Financial Coordinator Team Lead

IVI AmericaBoston, MA, United States
Full-time

Patient Insurance Team LeadThe Patient Insurance Team Lead is responsible and accountable for the financial services that handle all aspects of patient financial service with regard to insurance re... Show more

 • Promoted

Call Center Representative Level 1 (Temporary)-Spanish

Upham's Community CareBoston, MA, United States
Permanent +1

Call Center Representative Level 1 (Temporary)-SpanishSalary Range:$18.HourlyPosition Type:TemporaryEducation Level:High SchoolTravel Percentage:NoneCategory:Health CareDescriptionPosition Title: C... Show more

 • Promoted

Vice President, Client Service Group Manager

ConfidentialBoston, MA, United States
Full-time

Vice President, Client Service Group Manager.Diverse financial services firm & investment bank.Consulting & Professional Services.The Company is seeking a Client Service Group Manager to join their... Show more

 • Promoted

J.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MA

JPMorgan ChaseBoston, MA, United States
Full-time

Morgan Advisors, the ultra-high net worth division of J.Morgan Wealth Management, offers U.Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.As a Cl... Show more

 • Promoted

Sr. Manager, Contact Center

Dana-Farber Cancer InstituteRoxbury Crossing, MA, United States
Full-time

Senior Manager, Contact Center.The Senior Manager, Contact Center is responsible for providing strategic direction and daily oversight to the DFCI Welcome Center Triage teams.This role collaborates... Show more

 • Promoted

Service Center Representative

Sentinel GroupWakefield, MA, United States
Full-time

Service Center Team MemberThis is a hybrid or remote role.Work hours are Monday-Friday, 10:30am-7:00pm EST.Open to candidates in the following US states:Massachusetts, New York, Michigan, Arizona, ... Show more

 • Promoted

Call Center Customer Service

vTech SolutionCanton, MA, United States
Full-time

Call Center Customer ServicevTech can help you avoid the daunting task of writing and posting job offers, shifting through resumes and laboring through the lengthy interview process.Our Staffing so... Show more

 • Promoted

Vice President, Client Service Lead - Investment Performance and Risk Services

The Bank of New York MellonBoston, MA, United States
Full-time

JobID: 72012 Category: Client Operations & Reporting JobSchedule: Full time Posted Date: 2026-03-27T16:34:45+00:00 JobShift: Day Base Salary Min: 68000 At BNY, our culture allows us to run ou... Show more

 • Promoted

Assistant Moving Center Manager

U-HaulStoughton, MA, United States
Full-time

Return to Job Search Assistant Moving Center Manager Are you looking for more responsibility while taking the next step in your career? Are you a person who loves to help others? Then consider be... Show more

 • Promoted

Call Center Specialist

TFed - Taunton Federal Credit UnionTaunton, MA, United States
Full-time

Call Center SpecialistSeeking a full time Call Center Specialist 40 hours per week, including Saturday, to process member transactions, resolve member issues to completion, answer inbound telephone... Show more