Investor Services Manager PACRITRTLQ412

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

Job Title: Investor Services Manager

Locations: Remote in the following locations: Alabama, Colorado, Connecticut, Delaware, Florida, Georgia, Kansas, Maine, Massachusetts, Missouri, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia.

Get To Know The Team: 

The Investor Services Manager manages department personnel, as well as oversees daily operations, ensuring quality service, customer satisfaction and a positive work environment for all associates. The Manager oversees workflow priorities and ensures the timely and accurate processing of all transactions and the maintenance of shareholder accounts within established quality, productivity, and budgetary guidelines.

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: 

• Manages and provides leadership to line managers and department personnel. Manages salary administration, plans adequate staffing levels, promotes training and development, and assures compliance with company human resources management policies/programs.
• Interfaces with all levels of personnel at assigned client(s) on a regular basis. Identifies and responds to sensitive client issues and problems; resolves issues through communication with subordinates, other BFDS departments, DST and State Street Bank, explaining procedures or systems capabilities. Escalates highly complex problems having significant impact on financials or client relationship to officer.
• Manages daily workflow/prioritization and, if applicable, monitors service provided by support departments; ensures all functions are performed efficiently, on a timely basis and meet quality and productivity standards.
• Ensures training and development of department personnel, in compliance with the Associate Development Plan, if applicable. Monitors associates' progress; evaluates and adjusts group training needs as necessary; provides frequent and regular feedback to direct reports. Participates in the creation of, and enhancements to, associate development plans.
• Ensures maximum utilization of all AWD/IWS applications and equipment by obtaining the most current information from AWD/IWS Coordinator and monitoring staff utilization.
• Directs the preparation of quality and productivity status reports for upper-level management; provides detailed analysis and recommendations.

What You Will Bring: 

• Bachelor’s degree and 3 years of work-related experience, or Master’s degree and 1 year of work-related experience, or 5-7 years transfer agency or related industry experience, including at least 2 years management experience.
• Working knowledge of financial services industry preferred.
• Thorough knowledge of transfer agency operations policies, procedures and legals.
• Leadership skills utilized to effectively monitor and develop subordinates to ensure smooth operations of department, including training, evaluation and communication of expectations, requirements and results, and ensuring implementation and consistent application of corporate policies, procedures, and quality standards.
• Decision making, prioritization and delegation skills are required to effectively manage daily operations. Planning and goal setting skills are required to ensure highest client service levels are provided.
• Ability to listen and communicate clearly and effectively, both verbally and in writing, in order to present, discuss and advise client(s), subordinates, upper management and other internal departments. Presentation skills are required to participate in client visits and presentations.

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.