Manager, Investor Services

🕒 il y a 5 jours

🎰 Nevada, Massachusetts, +3 états de plus – Distant

🎰 Nevada – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote

💵 $70 000 - $80 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👔 Manager

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SS&C Technologies

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1986

🏦 Banque

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies est un leader mondial dans le domaine des services financiers et des technologies de santé, reconnue comme le plus grand administrateur indépendant de fonds spéculatifs et de fonds de capital-investissement, ainsi que la plus grande agence de transfert de fonds communs de placement au monde. L'entreprise propose une gamme complète de solutions, comprenant la gestion d'actifs, les services bancaires, la santé, l'assurance et la gestion de patrimoine, en utilisant des logiciels propriétaires et une vaste expertise pour satisfaire les besoins opérationnels des clients dans divers secteurs.

Description

• Overseeing the daily operations of the Investor Services team, ensuring the accurate and timely processing of investor requests and transactions • Maintaining exceptional client relationships • Managing a team, optimizing workflows, and contributing to the overall success of the investor services function • Strong oversight of correspondence and live chat operations • Acting as a primary point of contact for complex investor inquiries and escalated issues, providing prompt and effective resolutions • Collaborating with internal departments to ensure seamless service delivery and resolve inter-departmental issues • Identifying and implementing process improvements to enhance efficiency, accuracy, and client satisfaction within the Investor Services team • Preparing and reviewing investor statements, reports, and correspondence • Participating in client meetings and due diligence sessions as required

🎯 Exigences

• 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. • 2+ years of experience in a leadership or supervisory position. • Strong understanding of various fund structures (e.g., hedge funds, private equity funds) and related regulatory frameworks. • Excellent communication (written and verbal) and interpersonal skills with the ability to interact effectively with diverse stakeholders. • Demonstrated expertise in managing live chat platforms and written client correspondence; a high level of live chat and correspondence knowledge is required. • Proven ability to manage and motivate a team, fostering a collaborative and high-performing environment. • Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment. • Proficiency in Microsoft Office Suite, particularly Excel. • Experience with investor CRM systems, digital communication platforms, and fund administration software is highly desirable. • Strong problem-solving and analytical skills. • Ability to work independently and as part of a team.

🏖️ Avantages

• medical, dental, and vision coverage • a 401(k) plan with company match • paid time off • holidays • parental leave • professional development reimbursement opportunity