Investor Services – Senior 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

Join SS&C, a global leader in investment and financial services, as an Investor Services Associate within our Transfer Agency Operations.
Our Investor Services team is the first point of contact for shareholders, brokers, intermediaries, and fund managers — delivering trusted service and operational excellence.

As an Associate, you’ll play a key role in ensuring every client interaction reflects our commitment to quality, compliance, and client satisfaction. You’ll work both independently and collaboratively, helping resolve complex queries, support escalations, and continuously improve processes to enhance the investor experience.

• Accuracy and reliability in every interaction.

• A culture of learning and improvement, where feedback drives excellence.

• Efficient, compliant operations that build trust and transparency.

• Technology-enabled processes that scale across a global operating model.

• Empowered people who are future-ready, client-focused, and collaborative.

• Handle shareholder and intermediary queries via phone, email, and other channels within client-defined timeframes.

• Deliver service that meets or exceeds KPIs, SLAs, and quality targets.

• Process data and prepare reports or ad-hoc documentation for internal and external stakeholders.

• Acknowledge and resolve complaints within agreed timelines.

• Support the continuous review and update of procedures and job aids.

• Participate in control checks, audits, and data-review processes.

• Coach and support junior team members to strengthen knowledge and performance.

• Collaborate on departmental projects and process improvements.

• Ensure compliance with all Client Asset, Data Protection, and Financial Crime Prevention regulations.

• 2–4 years’ experience in Financial Services, Investor Services, or Banking.

• Strong understanding of Transfer Agency operations and investor servicing.

• Bachelor’s degree (Business or related field preferred).

• Excellent organisational skills with the ability to prioritise and meet deadlines.

• Advanced proficiency in MS Office (Excel, Word, PowerPoint, Access, Outlook).

• High attention to detail and accuracy under pressure.

• Strong client-orientation and problem-solving ability.

• Fluent in English; additional European languages (German, French, Italian) are a plus.

• Proactive, collaborative, and eager to learn and grow.

At SS&C, we value diversity and inclusion — our differences make us stronger.
If you’re ready to take the next step in your investor services career, apply today via www.ssctech.com/careers.

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.