Associate - Investor Services
1 week 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**:
Associate - Investor Services
DO: (Job Description)
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
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 meetings.
Ensure zero confidentiality breaches Ensure zero operational errors Identify key back
- ups for team members All Go Check task to be completed in timely manner Ensure to give constant written feedback on areas of improvement and remarkable performance to team members.
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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