Associate Manager (Investor Services)

Associate Manager (Investor Services)

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

Associate Manager (Investor Services)

DO: (Job Description)

• Trade Processing – Subscriptions, Redemptions, Switches, Transfers.
• Ensure full and complete understanding of trade processing end to end cycle, KYC, AML & Due diligence
• Review tasks and keep them up-to-date, processing trades accurately within TAT
• Ensure Tracking and closure of all Ageing and Outstanding  items in Key MIS Reports
• Perform IS Signatory Role
• Ensure effective On-the-job training to ensure adequate conceptual understanding within the team. Ensure Cross-training on all accounts to reduce key man risk.
• Coordinate / Liaise within the team, with other departments & on-shore teams. Also coordinate with share registry group to build share registries, client fund parameters and proper statement production
• Implement controls to eliminate operational / processing errors, and client/investor confidentiality breaches by the team
• Lead and supervise the team and their work effectively

Display: (Desired Skills)

• Graduate/PGDBA/MBA or Equivalent
• Good Communication skills
• Analytical approach towards the process flow
• Relevant work experience in financial services
• Prior Experience and knowledge in transfer agency is desirable
• Ability to handle trade volumes and train new team members.
• Team handling / Feedback and Monitoring

Deliver (Goals)

• Responses in timely manner to Investor & client enquiries
• Completion of Audit and trades in timely manner as stated in SLA
• Ensure 100% client satisfaction by eliminating negative complaints or issues brought to CRM via call report and/or client meetings.
• Ensure zero confidentiality breaches
• Ensure zero operational errors
• Identify key back- ups for team members
• All Go Check task to be completed in timely manner
• Ensure to give constant written feedback on areas of improvement and remarkable performance to team members.

 

 

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.

 

 

 

 

 

 

 

 

 

 

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.

Experience Level

Mid Level