SS&C
Financial Services
Manager,InvestorServices
Neural analysis suggests this role is
optimal for Manager candidates.
“Manager, Investor Services at SS&C. Skills: Investor services, Client management, Fund operations. Supervise team. Perform performance appraisals”
Industry & Context.
Resolve escalated items; Respond to inquiries; Resolve issues
What They're Looking For.
Must Have
Bachelor's degree or equivalent work experience, Supervisory experience, Knowledge of Fundserv, Knowledge of Canadian retail markets, Knowledge of Microsoft Office Products, Ability to work under pressure, Meet deadlines, Organizational skills, Relationship building skills, Training skills, Adaptable to various software/database applications
Nice to Have
Knowledge of financial services, Knowledge of mutual funds, Knowledge of hedge funds, Knowledge of private equity funds
What You'll Do.
Perform performance appraisals
Provide ongoing development
Provide periodic reports
Provide feedback on investor relations
Provide feedback on client issues
Provide feedback on department initiatives
Act as point of contact for clients
Act as point of contact for internal service
Handle escalated items
Resolve escalated items
Coordinate new client business meetings
Communicate launch requirements
Communicate conversion requirements
Work with external auditors
Complete confirmation requests
Complete due diligence requests
Attend operational meetings
Attend client meetings
Attend regulatory meetings
Contribute to operational meetings
Contribute to client meetings
Contribute to regulatory meetings
Ensure training is coordinated
Ensure training is implemented
Identify training needs
Assist department initiatives
Lead department initiatives
Review Fundserv standard files
Review automated jobs
Understand trade documents
Discuss trade documents
Review investor reporting
Validate investor reporting
Distribute investor reporting
Maintain wire instructions
Process investor transactions
Keep database accurate
Keep dashboard current
Perform database testing
Perform application testing
How You'll Work.
Team & Collaboration
Client service groups; External auditors; Accounting teams
Communication Scope
Client communication; Investor communication
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_** **Manager, Investor Services** **Location(s):** Toronto, ON, Hybrid **Status:** Full Time Permanent ** _Get To Know Us:_** SS&C is leading the way. We continue to look for today’s 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 reach out and apply to our welcoming and inclusive environment. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments. **_Why You Will Love It Here!_** * **Flexibility** : Hybrid Work Model & a Business Casual Dress Code, including jeans * **Your Future:** RRSP Matching Program, Professional Development Reimbursement * **Work/Life Balance:** Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * **Your Wellbeing:** Medical, Dental, Vision, Employee Assistance Program, Parental Leave * **Diversity & Inclusion:** Committed to Welcoming, Celebrating and Thriving on Diversity * **Training:** Hands-On, Team-Customized, including SS&C Learning Institute * **Extra Perks:** Discounts on fitness clubs, travel and more! * **Wide-Ranging Perspectives:** Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees ** _What You Will Get To Do:_** * Perform day-to-day supervision of a team including involvement in thei
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