Senior Associate, Investor Services
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 Senior Associate, Investor Services Location : New York, NY | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
Requirements
- Bachelor’s Degree in Business Administration or similar field
- 2-4 years’ experience in financial services
- Excellent interpersonal and communication skills
- Knowledge of Anti-Money Laundering and KYC procedures
- Proficient in Microsoft Office suite, with emphasis on Excel skills
- Team player
- Deadline oriented with ability to complete assigned tasks independently
- Attention to detail with the ability to multi-task
Nice To Haves
- Knowledge of hedge fund and/or private equity a plus
- Knowledge of FATCA and tax compliance a plus
Responsibilities
- Point of contact for clients/investors to ensure overall client/investor satisfaction
- Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
- Contributing to internal project initiatives, including technology and operational initiatives
- Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes
- Developing culture of continuous efficiency improvements resulting in increased capacity
- Providing coaching, training and leadership as necessary to junior staff
- Preparing wire transfer instructions in accordance with investor and/or fund management instructions
- Processing cash, money movements, and reconciliations
- Supporting the year-end audit process, in collaboration with the team, client, and auditors
- Day-to-day interaction with other departments and counterparts to prevent/ resolve issues
Benefits
- Hybrid Work Model and Business Casual Dress Code, including jeans
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Hands-On, Team-Customized, including SS&C University
- Discounts on fitness clubs, travel and more!
- health
- dental
- 401k plan
- tuition and professional development reimbursement plan
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
