Ss&c

Financial Services

AssociateManager,InvestorServices

$95–135k ~AI est. Evansville, Indiana, United States; Union, New Jersey, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Associate Manager, Investor Services at Ss&c. Skills: Investor Services, Client relationship management, Team management. Manage and mentor a team. Oversee processing of investor subscriptions”

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving abilities; Analytical abilities

What They're Looking For.

Must Have

Bachelor's Degree in Finance, 6+ years Investor Services experience, 2+ years leadership capacity, Excellent client relationship management, Manage complex projects, Work with corporate executives, Excellent communication skills, Manage and motivate a team, Strong knowledge of Fund Structures, Knowledge of AML/KYC compliance, Knowledge of FATCA, Knowledge of CRS, Strong understanding of investment vehicles, Understanding of investor servicing requirements

Nice to Have

FINRA Series 6 license, FINRA Series 7 license, Proficiency in investor relations software, Proficiency in Microsoft Office Suite, Exceptional organizational skills, Attention to detail, Strong problem-solving abilities, Analytical abilities

What You'll Do.

Manage and mentor a team

Oversee processing of investor subscriptions

Oversee processing of redemptions

Oversee processing of transfers

Oversee processing of capital activity

Ensure compliance with fund documents

Ensure compliance with regulatory requirements

Act as primary point of contact

Address client inquiries

Resolve client issues

Build trusted client relationships

Ensure accurate delivery of investor statements

Ensure accurate delivery of capital calls

Ensure accurate delivery of distribution notices

Ensure accurate delivery of investor communications

Monitor operational workflows

Enhance operational procedures

Improve client satisfaction

Collaborate with internal departments

Stay abreast of industry best practices

Stay abreast of regulatory changes

Stay abreast of technological advancements

Develop training programs

Implement training programs

Participate in client due diligence

Present on investor services capabilities

Assist in preparation of management reports

Assist in preparation of metrics

How You'll Work.

Team & Collaboration

Collaborate with fund accounting; Collaborate with legal; Collaborate with compliance; Client due diligence meetings

Communication Scope

Client inquiries; Investor communications; Presentation abilities; Client due diligence meetings

Full 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: Associate Manager, Investor Services** **Locations:** Evansville, IN or Union, NJ - Hybrid **About the Role** _Opening to introduce the position and business unit/team._ **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care 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** * _Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment._ * _Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements._ * _Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships._ * _Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications._ * _Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction._ * _Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery._ * _Stay abreast of industry best practices, regulatory changes, and techn

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