Associate Manager, Financial Services Operations

3 Minutes ago • 3 Years +
Operations

Job Description

This role supports a new hybrid team in SS&C's Retail Alternative Investment division, combining Client Relations and Operations. You will oversee a team resolving escalated client items, researching inquiries, and providing exceptional support. The position requires a strong understanding of financial systems, internal processes, and client operations. You will establish and lead customer relationships, educate clients on products, analyze needs, and resolve issues. This role involves mentoring associates, planning projects, ensuring contractual obligations, and assisting with new client onboarding.
Good To Have:
  • Proficiency with Word, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel.
  • Experience in transfer agency.
Must Have:
  • Lead collaborative customer relationships.
  • Oversee a team resolving client escalations and inquiries.
  • Analyze customer needs and recommend solutions.
  • Mentor and lead less experienced associates.
  • Bachelor’s degree in business, finance, or equivalent.
  • Minimum 3 years in a client-facing role.
  • 1-2 years of people management experience.
  • Excellent written and verbal communication skills.
  • Strong problem-solving and data analysis abilities.
  • Ability to work hybrid (6+ days/month onsite).
Perks:
  • Hybrid Work Model
  • Business Casual Dress Code, including jeans
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical, Dental, Vision insurance
  • Employee Assistance Program
  • Parental Leave
  • Committed to Celebrating Diversity
  • Hands-On, Team-Customized Training, including SS&C University
  • Discounts on fitness clubs, travel and more

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Get To Know Us: This role supports a new hybrid team, combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. You will oversee a team of associates who are working directly with clients to resolve escalated items, research inquiries, and provide exceptional support for clients’ business needs. You will have direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely. The position requires a strong understanding of financial systems, internal processes, and client operations to ensure the team is successful and drive key business activities. The Retail Alternative Investment division is an area of high growth, and this role will have extensive visibility internally and externally. Why You Will Love It Here! * Flexibility: Hybrid Work Model and 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 * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Establish & lead collaborative relationships between customers and the SS&C organization. * Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings. * Educate customers on implementing our products and services. * Analyze, anticipate, and identify customer needs and recommend innovative solutions. * Research and resolve any issues reported by customers. * Leverage extensive in-house training programs for industry knowledge and product expertise. * Mentor & lead less experienced associates. * Establish work priorities, plan projects, and ensure timelines are met. * Ensure contractual obligations are achieved. * Assist in onboarding new clients to the team’s support model by working internally to formalize and document procedures. * Engage support groups internally to resolve issues and provide best practices to mitigate errors in the future. * Train new associates and provide daily support for questions. What You Will Bring: * Bachelor’s degree in business, finance, etc or equivalent work experience * 3+ years of experience in a client facing role required, ideally in financial services, with a preference for experience in transfer agency. * 1-2 years of people managmenet experience * Excellent written and verbal communication skills * Problem solving and numerical reasoning skills; ability to analyze data and take action * Career oriented, highly motivated, and self-starting individual * Ability to work in a fast paced, team environment * Efficient time management with strong organizational skills * Ability to quickly learn and adapt to new systems, processes, plans, and programs * Proficiency using tools such as Word, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel a plus * Must be willing to work on site a minimum of 6 days/month Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers #LI-RS1 #LI-Hybrid 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.

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