Manager - Investor Services
3 weeks ago
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
**Job Description**:
Manager in Investor Services team is responsible to provide a spectrum of Transfer Agency servicing to our clients. Individual appointed to this position will have to deliver the highest service level to clients and ensuring compliance with internal policies and procedures.
KEY RESPONSIBILITIES
- Assist direct manager to manage and supervise the team on all the tasks including transaction processing, KYC/AML documents reviews, FATCA/CRS reporting and other client reporting;
- Control and monitor the processes and delivery to make sure we meet all agreed KPIs;
- Promote and provide training/demo to client on the use of SS&C portal;
- Timely response to the enquiry from fund managers, investors and auditors etc;
- Handle new client onboarding; make sure all internal setup meet the need of the clients;
- Build up and maintain good relationship with clients.
- Participant in system enhancement project to improve the reporting quality or operation efficiency of the process.
CREDENTIALS
- Minimum 5 years experience in Transfer Agency/Investor Services; preferably in hedge funds;
- Excellent communication and client services skills, ability to work within a team toward timely and accurate production;
- Have experience to work as supervisor and ability on multi-tasking
- Able to work under pressure and willing to work overtime.
- Fluent in written and spoken English. Mandarin speaking is a plus;
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
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