Investor Services Professional

1 Month ago • All levels

Job Summary

Job Description

As a leading financial services and healthcare technology company, SS&C is seeking Investor Services Professionals. Responsibilities include evaluating, verifying, and processing service requests from shareholders and other entities. The role involves processing mutual fund and/or stock transactions, maintaining shareholder records, and troubleshooting requests. The position requires a thorough understanding of mutual fund/stock operations. This role involves leading primarily technical, skilled, or professional staff on issues or projects of moderate scope that require independent judgment guided by established policies and procedures. The professional will actively engage in team work to resolve escalated issues and meet schedules, administer company policies, and provide direction to team members. Recommendations for new procedures and policy changes to meet department goals are also expected.
Must have:
  • Evaluate, verify, and process service requests
  • Process mutual fund/stock transactions
  • Maintain shareholder records
  • Understand mutual fund/stock operations
  • Troubleshoot shareowner requests
  • Lead technical/skilled staff
  • Resolve escalated issues
  • Meet schedules
  • Administer company policies
  • Provide direction to team members

Job Details

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

Responsible for evaluating, verifying, and processing service requests from shareholders, third-party entities, institutions, broker/dealer operations, or client Fund/Stock groups. Processes mutual fund and/or stock transactions and maintains shareholder records. Has a thorough understanding of mutual fund/stock operations. Accepts, records, processes, and troubleshoots requests from shareowners, institutions, the NSCC, the DTC, and/or broker/dealers. Leader of primarily technical, skilled, or professional staff working on issues or projects of a moderate scope that require independent judgement guided by established policies, processes, and procedures. Actively engages in the work of the team to resolve escalated issues and meet schedules. Administers company policies and provides direction and guidance to team members on daily work, sometimes through team leads. Recommends new procedures and changes to policies to meet department goals.

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.

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About The Company

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.

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