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

Associate Manager (Investor Services)

DO: (Job Description)

* Trade Processing – Subscriptions, Redemptions, Switches, Transfers.
* Ensure full and complete understanding of trade processing end to end cycle,
KYC, AML & Due diligence
* Review tasks and keep them up-to-date, processing trades accurately within
TAT
* Ensure Tracking and closure of all Ageing and Outstanding items in Key MIS
Reports
* Perform IS Signatory Role
* Ensure effective On-the-job training to ensure adequate conceptual
understanding within the team. Ensure Cross-training on all accounts to
reduce key man risk.
* Coordinate / Liaise within the team, with other departments & on-shore teams.




Also coordinate with share registry group to build share registries, client
fund parameters and proper statement production
* Implement controls to eliminate operational / processing errors, and
client/investor confidentiality breaches by the team
* Lead and supervise the team and their work effectively

Display: (Desired Skills)

* Graduate/PGDBA/MBA or Equivalent
* Good Communication skills
* Analytical approach towards the process flow
* Relevant work experience in financial services
* Prior Experience and knowledge in transfer agency is desirable
* Ability to handle trade volumes and train recent team members.
* Team handling / Feedback and Monitoring

Deliver (Goals)

* Responses in timely manner to Investor & client enquiries
* Completion of Audit and trades in timely manner as stated in SLA
* Ensure 100% client satisfaction by eliminating negative complaints or issues
brought to CRM via call report and/or client meetings.
* Ensure zero conf

📌 Associate Manager (Navi Mumbai)
🏢 SS&C Technologies
📍 Navi Mumbai