SS&C
Financial Services
AssociateManager(InvestorServices)
Neural analysis suggests this role is
optimal for Manager candidates.
“Associate Manager (Investor Services) at SS&C. Skills: Investor Services, Trade Processing. Process subscriptions, redemptions, switches, transfers. Understand trade processing end to end cycle”
What You'll Achieve.
Timely responses to investor and client enquiries; Complete audit and trades in timely manner; Ensure 100% client satisfaction; Eliminate negative complaints or issues; Ensure zero confidentiality breaches; Ensure zero operational errors; Identify key back-ups for team members; Complete all Go Check tasks in timely manner; Give constant written feedback to team members
Industry & Context.
Analytical approach
What They're Looking For.
Must Have
Graduate/PGDBA/MBA or Equivalent, Relevant work experience in financial services, Ability to handle trade volumes, Ability to train new team members
Nice to Have
Prior Experience and knowledge in transfer agency
What You'll Do.
Process subscriptions
Understand trade processing end to end cycle
Review tasks and keep them up-to-date
Process trades accurately within TAT
Track and close all ageing and outstanding items
Perform IS Signatory Role
Provide on-the-job training
Ensure cross-training on all accounts
Coordinate with share registry group
Implement controls to eliminate operational errors
Implement controls to eliminate confidentiality breaches
Lead and supervise the team
How You'll Work.
Team & Collaboration
Coordinate with other departments; Coordinate with on-shore teams; Coordinate with share registry group
Communication Scope
Good Communication skills
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_** ** _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 mee
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