Senior Associate

12 Hours ago • 2-4 Years

Job Summary

Job Description

As a Senior Associate at SS&C, you will be the main point of contact for clients, ensuring their satisfaction. You will act as an escalation point and problem-solver, implementing action plans to address service issues. Your responsibilities include contributing to internal project initiatives, reviewing and processing investor transactions, developing efficiency improvements, providing training and leadership to junior staff, preparing wire transfer instructions, and processing cash and reconciliations. You will need to analyze, establish, and review new client data. This role requires strong interpersonal and communication skills, with a focus on client service within the investment world.
Must have:
  • Bachelor’s degree in Finance or related field
  • 2-4 years of experience in financial services
  • Excellent interpersonal and communication skills
  • Proficient in Microsoft Office suite, especially Excel
  • Strong attention to detail, managing shifting priorities
Good to have:
  • Knowledge of hedge funds or private equity
  • Knowledge of Anti-Money Laundering (AML) and KYC procedures
Perks:
  • Hybrid Work Model & Business Casual Dress Code
  • 401k Matching Program, Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Discounts on fitness clubs, travel and more!

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

Senior Associate

Location: Evansville, IN | 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. They work closely with our clients by instructing cash movement, responding to inquiries, resolving issues, coordinating service delivery, and processing transfer updates for our hedge fund and private equity clients.  

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  
  • 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: 

  • Main point of contact for clients/investors to ensure overall client/investor satisfaction 
  • Act as an escalation point and problem-solver for the team, ensuring action plans are implemented in case of any service issues 
  • Contribute to internal project initiatives, including technology and operational initiatives 
  • Review and process investor subscriptions, redemptions, transfers, assignments and contact changes  
  • Develop culture of continuous efficiency improvements resulting in increased capacity 
  • Provide coaching, training and leadership as necessary to junior staff members 
  • Prepare wire transfer instructions in accordance with investor and/or fund management instructions  
  • Process cash, money movements, and reconciliations  
  • Train employees when appropriate 
  • Ability to analyze, establish and review new client launch and conversion fund data 

What You Will Bring: 

  • Bachelor’s Degree in Finance, Business Administration or similar field 
  • 2-4 years’ experience in financial/client services  
  • Excellent interpersonal and communication skills 
  • Knowledge of hedge funds or private equity is a plus 
  • Knowledge of Anti-Money Laundering (AML) and KYC procedures  
  • Proficient in Microsoft Office suite, with emphasis on Excel  
  • Team player mentality with a positive attitude  
  • Strong attention to detail with the ability to manage shifting priorities 

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-JS1

#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.

Similar Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

Similar Skill Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

Jobs in Evansville, Indiana, United States

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

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.

Evansville, Indiana, United States (Hybrid)

Chicago, Illinois, United States (Hybrid)

Chicago, Illinois, United States (Hybrid)

Mississauga, Ontario, Canada (Hybrid)

Mississauga, Ontario, Canada (Hybrid)

San Francisco, California, United States (Hybrid)

Jersey City, New Jersey, United States (Remote)

New York, United States (Hybrid)

Mumbai, Maharashtra, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

View All Jobs

Get notified when new jobs are added by SSC Technologies

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug