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Associate

Associate

Blue Prism GroupDenver, CO, US
26 days ago
Job type
  • Full-time
Job description

Associate Location

Denver, CO | Hybrid

Get To Know The Team

Join our amazing team, striving to exceed client expectations with every interaction. This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds. These services include establishing accounts, processing shareholder and broker / dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. If you are driven and enjoy client interaction, you should apply! We will train!

Why You Will Love It Here!

  • Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future : 401k Matching Program, Professional Development Reimbursement
  • Work / Life Balance : Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing : Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Wide Ranging Perspectives : Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training : Hands-On, Team-Customized, including SS&C University
  • Extra Perks : Discounts on fitness clubs, travel and more!

What You Will Get To Do :

  • Respond to shareholder and Broker / Dealer inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc.
  • Review new account documentation and establish accounts as needed
  • Review and respond to requests from clients, intermediaries and shareholders
  • Communicate complex financial information in tangible, simple terms
  • Analyze and complete trades, maintenances, statement requests and written inquiries
  • Correspond with and contact Dealers and Investors as needed
  • Research and callout to Broker / Dealers in regards to NSCC trading
  • Perform callout campaigns for Clients

    • What You Will Bring :

  • Bachelor's degree or equivalent combination of work and education experience preferred
  • Must have previous customer service experience and ideally financial services
  • Attention to detail, accuracy and ability to multitask required
  • Computer experience (Word, Excel, Microsoft Outlook)
  • Ability to work independently as well as in a team environment
  • Must be willing to work on site 6 days / month
  • Regular hours will be 7 : 00 AM - 3 : 30 PM MT
  • Initial training will be one month from 7 AM - 4 PM MT

    • Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com / careers.

    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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