Associate Manager, Financial Services Operations

Associate Manager, Financial Service Operations

This role supports a new hybrid team, combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. You will oversee a team of associates who are working directly with clients to resolve escalated items, research inquiries, and provide exceptional support for clients' business needs. You will have direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely. The position requires a strong understanding of financial systems, internal processes, and client operations to ensure the team is successful and drive key business activities. The Retail Alternative Investment division is an area of high growth, and this role will have extensive visibility internally and externally.

Flexibility : Hybrid Work Model and 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!

Establish & lead collaborative relationships between customers and the SS&C organization.

Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings.

Educate customers on implementing our products and services.

Analyze, anticipate, and identify customer needs and recommend innovative solutions.

Research and resolve any issues reported by customers.

Leverage extensive in-house training programs for industry knowledge and product expertise.

Mentor & lead less experienced associates.

Establish work priorities, plan projects, and ensure timelines are met.

Ensure contractual obligations are achieved.

Assist in onboarding new clients to the team's support model by working internally to formalize and document procedures.

Engage support groups internally to resolve issues and provide best practices to mitigate errors in the future.

Train new associates and provide daily support for questions.

Bachelor's degree in business, finance, etc or equivalent work experience

3+ years of experience in a client facing role required, ideally in financial services, with a preference for experience in transfer agency.

Excellent written and verbal communication skills

Problem solving and numerical reasoning skills; ability to analyze data and take action

Career oriented, highly motivated, and self-starting individual

Ability to work in a fast paced, team environment

Efficient time management with strong organizational skills

Ability to quickly learn and adapt to new systems, processes, plans, and programs

Proficiency using tools such as Word, JIRA, Chorus / AWD, TA2000, 3270, and Microsoft Excel a plus

Must be willing to work on site a minimum of 6 days / month