Associate

SS&C•Denver, CO

6d•Hybrid

About The Position

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 Location: Denver, CO | Hybrid Get To Know The Team: Join our amazing team, striving to exceed client expectations with every interaction. This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. If you are driven and enjoy client interaction, you should apply! We will train! 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 Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks : Discounts on fitness clubs, travel and more!

Requirements

Bachelor’s degree or equivalent combination of work and education experience preferred
Must have previous customer service experience and ideally financial services
Attention to detail, accuracy and ability to multitask required
Computer experience (Word, Excel, Microsoft Outlook)
Ability to work independently as well as in a team environment
Must be willing to work on site 6 days/month
Regular hours will be 7:00 AM - 3:30 PM MT
Initial training will be one month from 7 AM - 4 PM MT

Responsibilities

Respond to shareholder and Broker/Dealer inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc.
Review new account documentation and establish accounts as needed
Review and respond to requests from clients, intermediaries and shareholders
Communicate complex financial information in tangible, simple terms
Analyze and complete trades, maintenances, statement requests and written inquiries
Correspond with and contact Dealers and Investors as needed
Research and callout to Broker/Dealers in regards to NSCC trading
Perform callout campaigns for Clients