Institutional Funds Associate I Job at SS&C
The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.
That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
Job Description:
Currently hiring for hybrid work schedules of remote and onsite work. Equipment provided for remote work.
Role Overview
In your role as an Institutional Funds Associate, you will be providing transaction-processing services with a service orientated approach for our Institutional clients. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy. This role will be primarily operational in nature; however, you will also have opportunity to interact with clients while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.
What you will be doing
- Perform daily account activities to provide world-class service to our customers by processing complex service requests with efficiency and accuracy to meet multiple intra-day deadlines.
- After training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up.
- Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work.
- Assist team in overall performance deliverables by ensuring workflow queues are managed and cleared daily to meet client expectations.
- Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes.
- Build and maintain strong relationships with internal and external clients.
- On occasion, work with clients over the phone in order to resolve complex issues.
- Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.
- Take initiative to cross train in different areas to expand knowledge, develop new skills to develop career within the organization.
What it takes
- Service related skill sets with ability to maintain a strong attention to detail and accuracy.
- Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills.
- Solid written and verbal communication skills
- Demonstrated ability to remain adaptable and flexible with change.
- Demonstrated computer skills with the ability to navigate and toggle between multiple programs simultaneously to perform daily functions. Experience with Microsoft Office products such as Word, Excel & Outlook. Experience with AWD, TA2000, Control Workstation and other banking software platforms are beneficial but not required.
- Self-motivation with demonstrated ability to work and collaborate in a virtual environment.
- Ability to interpret written and telephone requests/issues accurately and supply appropriate follow-up action as necessary.
- High School Diploma or equivalent; Bachelor’s Degree with related industry experience preferred.
- Banking, investment or a financial background preferred.
- At least one to two years of previous customer service experience within retail, banking or financial services preferred.
- Access to high-speed internet in order to meet remote work requirements.
Why SS&C
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries; offering a competitive compensation and benefits package. We believe that a balanced life is important. SS&C provides a variety programs, tools, and resources to help you manage the health and well-being of you and your family, and reaching your financial goals. We offer the following and more our team members:
- Medical, Dental, Vision, Life & Disability plans.
- Retirement plan with 100% employer match up to 6% with immediate vesting.
- Personal and professional development programs including tuition reimbursement and internal certifications.
- Generous paid time off program including paid holidays and volunteer time.
Our team members share a commitment to ongoing professional development while delivering exceptional quality service to our clients.
Apply today to speak with one of our Talent Advisors and to learn more about this exciting career opportunity.
SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click
here
and
here
. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at
PeopleCenter@dstsystems.com
for assistance.
Please Note :
chrismaxcer.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, chrismaxcer.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.