Opportunities for Investor Services

3 Months ago • 4-8 Years • Finance

Job Summary

Job Description

SS&C seeks an experienced professional to evaluate, verify, and process service requests from shareholders, institutions, and broker/dealers. You'll manage mutual fund and/or stock transactions, maintain shareholder records, and have a deep understanding of mutual fund/stock operations.
Must have:
  • Mutual Fund
  • Stock Operations
  • Shareholder Records
  • Transaction Processing
Good to have:
  • NSCC
  • DTC
  • Broker/Dealer
  • Troubleshooting
Perks:
  • Health Insurance
  • 401k Plan

Job Details

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

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 professionals or first-level leaders working on issues of a diverse scope or coordinating department activities. Exercises wide-latitude to make decisions within established company policies to meet business objectives. Advises staff and partners with cross-functional teams to meet project schedules and to develop solutions to issues. Accountable for department results. Establishes procedures and recommends changes to policies. Minimally requires a Master's degree and 4 years of related experience, or Bachelor's degree and 6 years of related experience, or high school degree and 8 years of related experience.

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.

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