SS&C
Manager, Investor Services
Bellevue, WA
Oct 16, 2024
Full-time
Full Job Description

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, Investor Services


Locations: Bellevue, WA| Hybrid

Get To Know The Team:
As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Managers coordinate the overall work plan, manage and monitor work in progress and cultivate strong client relationships.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Provide coaching, training and leadership as necessary to the Investor Services team
  • Main point of contact for investors to ensure overall client/investor satisfaction within the team
  • Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
  • Collaborate on internal project initiatives, including technology and operational initiatives
  • Develop culture of continuous efficiency improvements resulting in increased capacity
  • Act as a subject matter expert for Investor Services questions and issues
  • Provide periodic reports and feedback to senior management on a multitude of Investor Services topics, client issues, and department initiatives.
  • Interact daily with other departments and counterparts to prevent/resolve issues


What You Will Bring:

  • Bachelor’s Degree in Finance, Business Administration, similar field or equivalent work experience
  • 6+ years’ experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a strong familiarity with the workings of the capital markets
  • Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department
  • Demonstrated ability to manage complex projects and work effectively with corporate executives
  • Strong knowledge of AML/KYC compliance
  • Excellent communication skills, including written, listening and presentation abilities
  • Must be willing to work on site in Bellevue office at least 6 days/month

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at 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 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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Washington: Salary range for the position: $100,000 USD to $130,000 USD.

PDN-9d418a2a-e48f-4867-9da5-c72eeb83118a
Job Information
Job Category:
Finance
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Manager, Investor Services
SS&C
Bellevue, WA
Oct 16, 2024
Full-time
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