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, Client relations, Team management. Manage and mentor a team. Oversee processing of investor subscriptions”
Industry & Context.
Problem-solving; Analytical abilities
What They're Looking For.
Must Have
Bachelor's Degree in Finance, 6+ years’ experience in Investor Services, 2 years in a leadership capacity, Excellent client relationship management skills, Demonstrated ability to manage complex projects, Demonstrated ability to manage and motivate a team, Strong knowledge of Fund Structures, Strong understanding of various investment vehicles
Nice to Have
FINRA Series 6 license preferred, FINRA Series 7 license preferred, Proficiency in investor relations software, Proficiency in Microsoft Office Suite, Exceptional organizational skills, Strong problem-solving abilities, Strong 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
Act as primary point of contact
Address client inquiries
Resolve client issues
Ensure accurate delivery of investor statements
Ensure timely delivery of investor statements
Ensure accurate delivery of capital calls
Ensure timely delivery of capital calls
Ensure accurate delivery of distribution notices
Ensure timely delivery of distribution notices
Monitor operational workflows
Enhance operational procedures
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 meetings
Present on investor services capabilities
Assist in preparation of management reports
Assist in preparation of metrics
How You'll Work.
Team & Collaboration
Collaborate with clients; Collaborate with internal departments; Work with corporate executives
Communication Scope
Written communication; Listening; Presentation abilities; Client communications
Process & Methodology
Manage complex projects
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 or Windsor, CT or Boston, MA - Hybrid **About the Role** _As the backbone of the investment world, SS &C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients. _ **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 o
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