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
Associate, Investor Services
Location: Bellevue, WA | Hybrid
Get To Know The Team:
This group provides fund administration services to domestic and offshore hedge fund and private equity fund clients. You will work as part of a team for the purpose of providing proactive and innovative solutions to clients. Team members share a commitment to professionalism and delivery of quality service. These services include processing investor subscriptions and redemptions, performing anti-money laundering and due diligence checks on investors, reporting to investors and clients and handling investor communications and inquiries.
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 world class service to our clients by processing requests that come to the team through various channels including email, facsimile and mail. Typical requests include subscriptions, redemptions, transfers, and account maintenance. Accuracy is vitally important in this role as you deal with investments and investor information.
- You will be trained to perform anti-money laundering checks and follow up with investors for missing information, if necessary
- Respond to and manage client and investor inquiries, gaining a deeper understanding of the financial services industry and the day to day operations
- Monitor and reconcile client bank account activity
- Prepare redemption wire payments and monthly share registers
- Respond to audit inquiries
What You Will Bring:
- Bachelor's degree or 1+ years equivalent work-related experience required
- 0-2 years' experience in a similar role within financial services industry preferred
- Attention to detail and strong organization skills
- Superior written and oral communication skills
- Ability to multi-task in a fast paced environment and manage multiple clients
- Willingness to ask questions and gain a deeper understanding of accounting concepts and financial reporting
- Team player who also has the ability to work independently, problem solve, and take initiative
- Ability to thrive in a technology focused and paperless office
- Strong knowledge of Microsoft Excel and Outlook desired
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.
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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: 50,000 USD to 60,000 USD.Apply on company website
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