SS&C
Financial Services
Manager,InvestorServices
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“Manager, Investor Services at SS&C. Skills: Investor Services, Team Management, Client Communication. Lead, mentor, and develop a team. Oversee processing of investor subscriptions”
Industry & Context.
Problem-solving; Analytical skills
What They're Looking For.
Must Have
Master's degree and 4 years of related experience, Bachelor's degree and 6 years of related experience, High school degree and 8 years of related experience, 2+ years of experience in a leadership or supervisory position, Understanding of various fund structures, Understanding of related regulatory frameworks, Proficiency in Microsoft Office Suite, Experience with investor CRM systems, Experience with digital communication platforms, Experience with fund administration software, Problem-solving and analytical skills, Ability to work independently and as part of a team
Nice to Have
Live chat and correspondence knowledge is required
What You'll Do.
Oversee processing of investor subscriptions
Oversee processing of investor redemptions
Oversee processing of investor transfers
Oversee processing of other capital activity
Ensure compliance with regulatory requirements
Ensure compliance with company policies
Ensure compliance with service level agreements
Act as a primary point of contact for
Act as a primary point of contact for
Oversee correspondence operations
Oversee live chat operations
Collaborate with internal departments
Identify and implement process improvements
Prepare and review investor statements
Prepare and review investor reports
Prepare and review investor correspondence
Participate in client meetings
Participate in due diligence sessions
Maintain knowledge of fund structures
Maintain knowledge of fund products
Maintain knowledge of industry best practices
Contribute to development of new systems
Contribute to implementation of new systems
Support investor services operations
How You'll Work.
Team & Collaboration
Collaborate with fund accounting; Collaborate with legal; Collaborate with compliance
Communication Scope
Written communication; Verbal communication; Client correspondence
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: Manager, Investor Services** **Locations:** Arizona; New York; Florida; Texas; Washington; Missouri; Connecticut; New Hampshire; Indiana; Nevada; Michigan; Minnesota; South Carolina; North Carolina; Massachusetts; California; Delaware; Ohio; Colorado; Arkansas; Georgia; Illinois; Iowa - Remote **About the Role** The Investor Services Manager at SS&C GIDS, Inc. is responsible for overseeing the daily operations of the Investor Services team, ensuring the accurate and timely processing of investor requests and transactions, and maintaining exceptional client relationships. This role involves managing a team, optimizing workflows, and contributing to the overall success of the investor services function. This position will have strong oversight of correspondence and live chat operations and requires a high level of expertise in live chat and written client correspondence. **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** * Lead, mentor, and develop a team of Investor Services professionals, including performance management, training, and scheduling. * Oversee the accurate and timely processing of investor subscriptions, redemptions, transfers, and ot
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