SB Financial Services Manager jobs in Waltham, MA

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

D
Financial Services Operations Representative I, II, III
  • DST Asset Manager Solutions, Inc.
  • Quincy, MA FULL_TIME
  • SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. Job Description Financial Services Operations Representative I, II and III (GIDS Core Processing) Hybrid Work Schedule: 8AM – 5PM EST - Our hybrid work model allows for a perfect balance between flexible work schedules and in-person team collaboration. This approach not only increases efficiency but also helps us to focus on achieving our critical goals, all while providing the best possible service to our clients. Training will be onsite for the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role. Role Overview As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund clients. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy. This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service. Why You Will Love It Here Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What you will be doing Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy. After attending formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up. Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work. Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes. Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally. On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests. Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends. Coordinate and participate in special projects as assigned. Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes. What You Will Bring Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills. Service related skill set with ability to maintain a strong attention to detail and accuracy. Demonstrated ability to meet deadlines, remain adaptable and flexible with change. Exceptional written and verbal communication skills. Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions. Self-motivation with demonstrated ability to work and collaborate in a virtual environment. High School Diploma or equivalent with 1-year work-related experience. Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone related experience. 1-2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III. Required Minimum Work-space and Internet Specifications: High speed internet with ability for wired connection within 50' of primary modem. Dedicated quiet work space in your home to attend training and work without distraction, background noise and/or interruption. Thank you for your interest in SS&C! To further explore this opportunity, please apply to start your application today! #LI-HYBRID #LI-JW3 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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
  • 1 Month Ago

B
Financial Services Administrative Assistant
  • Baystate Financial
  • Wellesley, MA FULL_TIME
  • Financial Services Administrative Assistant Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providen...
  • 16 Days Ago

B
Financial Services Administrative Assistant
  • Baystate Financial
  • Boston, MA FULL_TIME
  • Financial Services Administrative Assistant Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providen...
  • 16 Days Ago

C
Audit Manager - Financial Services
  • Crowe
  • Boston, MA FULL_TIME
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are wi...
  • 18 Days Ago

C
Account Manager - Financial Services
  • Centric Consulting
  • Boston, MA FULL_TIME
  • Account Manager - Financial Services Job Location: Boston, MA Join our team Centric Consulting is an international management consulting firm with expertise in digital, business and technology. We are...
  • 6 Days Ago

C
Financial Services – Manager
  • CFGI
  • Boston, MA FULL_TIME
  • Financial Services – Manager Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with...
  • 9 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 SB Financial Services Manager jobs found in Waltham, MA area

P
Equity Research Analyst
  • Planet Professional
  • Boston, MA
  • Job Title: Equity Research Analyst Job Location: Boston, MA (financial district) Onsite daily Industry: Investment firm ...
  • 3/28/2024 12:00:00 AM

J
Associate Financial Advisor
  • Johnson Brunetti Retirement & Investment Specialists
  • Needham, MA
  • Associate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and...
  • 3/28/2024 12:00:00 AM

B
Senior Grants Manager BWH Neurology Remote
  • Brigham & Women's Hospital(BWH)
  • Boston, MA
  • Provide independent and accurate full-cycle grants management support to the Director of Research Finance and investigat...
  • 3/28/2024 12:00:00 AM

G
Retail Pricing Manager
  • Global Partners LP
  • Waltham, MA
  • We are hiring a Retail Pricing Manager, responsible for managing and improving the process of setting and adjusting reta...
  • 3/27/2024 12:00:00 AM

T
Financial Service Representative- Brookline, MA - 40 hours
  • TD Bank Group
  • Brookline, MA
  • We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a d...
  • 3/27/2024 12:00:00 AM

N
Sr. Financial Analyst - Digital
  • NESN LTD
  • Watertown, MA
  • Job Description Job Description Reporting to the Senior Finance Manager, the Senior Financial Analyst – Digital will be ...
  • 3/25/2024 12:00:00 AM

T
Experienced Financial Advisor
  • The Bulfinch Group
  • Needham, MA
  • The Bulfinch Group Experienced Financial Advisor Position The Bulfinch Group, located in the Greater Boston Area, MA, pr...
  • 3/25/2024 12:00:00 AM

P
Director of Accounting
  • Perkins School for the Blind
  • Watertown, MA
  • We are the worldwide leader in education services for children and young adults who have multiple disabilities and visua...
  • 3/24/2024 12:00:00 AM

Waltham (/ˈwɔːlθæm/) is a city in Middlesex County, Massachusetts, United States, and was an early center for the labor movement as well as a major contributor to the American Industrial Revolution. The original home of the Boston Manufacturing Company, the city was a prototype for 19th century industrial city planning, spawning what became known as the Waltham-Lowell system of labor and production. The city is now a center for research and higher education, home to Brandeis University and Bentley University. The population was 60,636 at the census in 2010. Waltham is commonly referred to as W...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$190,109 to $258,970
Waltham, Massachusetts area prices
were up 2.5% from a year ago

SB Financial Services Manager in Atlanta, GA
On average, an Associate Degree is the highest level of education for a SB Financial Services Manager.
February 17, 2020
SB Financial Services Manager in Pittsfield, MA
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 22, 2020
SB Financial Services Manager in Abilene, TX
Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
February 24, 2020