Client Onboarding Associate
6 days ago
Associate
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
Do:
- Build out the client/Fund in all internal systems
- Ensure all technical set ups are in place.
- Coordinate with technical teams to get the Security Master / Counterparty setup
- Facilitate Trade Upload Testing to internal Trade Capture System
- Facilitate Trade Export Feed testing to PB / Third parties
- Liaise with PB / Custodian and other external parties for data feed and access
- Ensure all necessary Implementation & other critical documentation is in place
- Enter all client / third party contact details on GoCheck under the contacts tab
- Provide necessary system access to client, third parties and internal users
- Coordinate with all business and development teams for smooth onboarding
- Facilitate training on various Go Applications to the client
- Ensure all Implementation frequency task are generated and completed by all depts.
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 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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