Investor Services 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

The Investor Services Associate is the focal point for the day-to-day of the Investor Services department. By demonstrating excellent communication skills, a team-oriented approach and by successfully handling multiple demands from external parties or the management line, the Associate will deliver a high quality of service to all clients in line with the company’s targets and expectations. 

The successful candidate will work independently but also as part of a team. The candidate will also work on improving established guidelines and practices by consulting with the Manager where clarification or exception may be required.

The Investor Services Associate will provide support, escalation route when necessary to manage and resolve any queries received from external and internal parties.

The Investor Services Associate plays a supporting role to Customer Services Managers and drives operational excellence by implementing and embedding a continuous culture of improvement.

The Investor Services team answers all queries received via phone, email, facsimile and post from shareholders, brokers or financial intermediaries, as well as fund promoters and fund management companies.

Responsibilities:

• Answer to all phone calls and queries in the most accurate manner within the time frame given by our clients.
• Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer
• Process data to produce reports and ad-hoc documents requested by internal and external parties.
• Acknowledge complaints received form external parties and resolve the matter within the legal timeframe.
• Propose updates of procedures and job aids to ensure the documents are kept up-to-date.
• Ensure awareness of and adherence to the key TA controls at all times
• Actively participate in the training/coaching of junior team members to strengthen their knowledge and improve their daily organization
• Participate in completion and implementation of projects as required
• Participate in data review, including checking and sign-off during control process
• Communicate relevant information as appropriate up and down the line and escalate where necessary
• Comply with the regulatory regimes in which IFDS operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role

Requirements:

Education:

• University Degree - Business education or equivalent is an asset

Language:

• German Speaking

Professional Experience:

• Previous relevant working experience in Financial Services / Investor Services or Banking sector
• Technical and product knowledge of the Transfer Agency business is required
• Experience in a similar environment, management/supervisory capacity

Technical skills:

• Advanced computer skills (MS Office: Excel, Word, PowerPoint, Access and Outlook…)
• Very good organizational skills in order to meet deadlines
• Ability to work under pressure, to work independently and as part of a team, under pressure while maintaining high accuracy and quality standards also with large work volumes/multiple demands from external parties or the management line
• High accuracy and quality standards, analytical and process thinking skills
• Proactive and able to work independently and as part of a team
• A clear and analytical methodical approach to problem-solving; administrative and organizational skills; meet tight deadlines with initiative and team-oriented spirit
• Client orientated
• Fluent in English (written & oral)
• Other European Languages (German / French / Italian) considered advantageous
• Adhere to existing procedures and controls in place and eager to learn

SS&C is an equal opportunities employer and we are committed to fostering an inclusive and equitable workplace. We value diversity both in background, as well as skills and experience.

You may not meet all of the requirements outlined in the above job description but we would still like to hear from you.

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.