Investor Services Representative
Job Summary
Job Description
Join SS&C's Transfer Agency team, providing back-office financial services to over 40 clients and their investors. This role involves establishing accounts, processing trades, facilitating money movement, and analyzing fund and investor data. You will respond to shareholder and Broker/Dealer inquiries, review documentation, communicate complex financial information, and perform research and callout campaigns for clients. The team strives to exceed client expectations with every interaction, offering comprehensive training for driven individuals who enjoy client interaction.
Must have:
- Respond to shareholder and Broker/Dealer inquiries.
- Review new account documentation and establish accounts.
- Review and respond to requests from clients, intermediaries, and shareholders.
- Communicate complex financial information simply.
- Analyze and complete trades, maintenances, and inquiries.
- Correspond with and contact Dealers and Investors.
- Research and callout to Broker/Dealers regarding NSCC trading.
- Perform callout campaigns for Clients.
- Previous customer service experience.
- Attention to detail and accuracy.
- Ability to multitask.
- Computer experience (Word, Excel, Microsoft Outlook).
- Ability to work independently and in a team.
- Willingness to work on site 6 days/month.
Good to have:
- Financial services experience (ideally).
- Bachelor’s degree or equivalent combination of work and education experience.
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
- 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!
3 skills required
Job Details
Job Description
Job Title: Associate
Location: Kansas City, MO | Hybrid
Get To Know The Team:
Join our amazing team, striving to exceed client expectations with every interaction. This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. If you are driven and enjoy client interaction, you should apply! We will train!
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:
- Respond to shareholder and Broker/Dealer inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc.
- Review new account documentation and establish accounts as needed
- Review and respond to requests from clients, intermediaries and shareholders
- Communicate complex financial information in tangible, simple terms
- Analyze and complete trades, maintenances, statement requests and written inquiries
- Correspond with and contact Dealers and Investors as needed
- Research and callout to Broker/Dealers in regards to NSCC trading
- Perform callout campaigns for Clients
What You Will Bring:
- Bachelor’s degree or equivalent combination of work and education experience preferred
- Must have previous customer service experience and ideally financial services
- Attention to detail, accuracy and ability to multitask required
- Computer experience (Word, Excel, Microsoft Outlook)
- Ability to work independently as well as in a team environment
- Must be willing to work on site 6 days/month
- Regular hours will be 7:00 AM - 3:30 PM MT (8A-4:30P CST)
- Initial training will be one month from 7 AM - 4 PM MT (8A-5P CST)
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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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