SS&C Technologies · 1 day ago
Senior Associate, Investor Services
New York, NY
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $75K/yr
2+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Senior Associate in Investor Services to act as the primary contact for clients, ensuring satisfaction and resolving service issues while contributing to internal projects and efficiency improvements.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Point of contact for clients/investors to ensure overall client/investor satisfaction
Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
Contributing to internal project initiatives, including technology and operational initiatives
Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes
Developing culture of continuous efficiency improvements resulting in increased capacity
Providing coaching, training and leadership as necessary to junior staff
Preparing wire transfer instructions in accordance with investor and/or fund management instructions
Processing cash, money movements, and reconciliations
Supporting the year-end audit process, in collaboration with the team, client, and auditors
Day-to-day interaction with other departments and counterparts to prevent/ resolve issues
Qualification
Required
Bachelor's Degree in Business Administration or similar field
2-4 years' experience in financial services
Knowledge of hedge fund and/or private equity a plus
Excellent interpersonal and communication skills
Knowledge of Anti-Money Laundering and KYC procedures
Knowledge of FATCA and tax compliance a plus
Proficient in Microsoft Office suite, with emphasis on Excel skills
Team player
Deadline oriented with ability to complete assigned tasks independently
Attention to detail with the ability to multi-task
Benefits
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!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase