Manager, Investor Services

🔥 0 minutes ago

🎰 Nevada, Massachusetts, +3 more states – Remote

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

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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SS&C Technologies

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1986

🏦 Banking

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.

📋 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

🎯 Requirements

• 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.

🏖️ Benefits

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