Established in 1986, SS&C Technologies is a leading global provider of services and software for the global financial services industry. Committed to helping cl
Manager, Investor Services
Location
United States
Posted
7 days ago
Salary
$70K - $80K / year
Seniority
Lead
No structured requirement data.
Job Description
Manager, Investor Services
SS&C Technologies
Role Description The Investor Services Manager at SS&C GIDS, Inc. is responsible for overseeing the daily operations of the Investor Services team, ensuring the accurate and timely processing of investor requests and transactions, and maintaining exceptional client relationships. This role involves managing a team, optimizing workflows, and contributing to the overall success of the investor services function. This position will have strong oversight of correspondence and live chat operations and requires a high level of expertise in live chat and written client correspondence. Qualifications - 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. Requirements - Lead, mentor, and develop a team of Investor Services professionals, including performance management, training, and scheduling. - Oversee the accurate and timely processing of investor subscriptions, redemptions, transfers, and other capital activity. - Ensure compliance with all relevant regulatory requirements, company policies, and service level agreements. - Act as a primary point of contact for complex investor inquiries and escalated issues, providing prompt and effective resolutions. - Oversee and enhance correspondence and live chat operations, ensuring consistent quality, timeliness, and professionalism in all investor communications. - Collaborate with internal departments (e.g., fund accounting, legal, compliance) to ensure seamless service delivery and resolve inter-departmental issues. - Identify and implement process improvements to enhance efficiency, accuracy, and client satisfaction within the Investor Services team. - Prepare and review investor statements, reports, and correspondence. - Participate in client meetings and due diligence sessions as required. - Maintain comprehensive knowledge of fund structures, products, and industry best practices. - Contribute to the development and implementation of new systems and technologies to support investor services operations, including tools supporting live chat and digital communication channels. Benefits - Medical, dental, and vision coverage. - 401(k) plan with company match. - Paid time off, holidays, and parental leave. - Professional development reimbursement opportunity.
Related Guides
Related Categories
Related Job Pages
More Administration Jobs
PowerCampus Implementation Engineer
Talentus GlobalWe facilitate talent & software solutions across the globe. Near-shore, managed services, ERP's, CRM's, EdTech/HigherEd.
• Lead the implementation, configuration, and upgrade of the PowerCampus Student Information System. • Administer and maintain PowerCampus environments, ensuring high availability, security, and optimal performance. • Configure and support core PowerCampus modules, including Student Records, Admissions, Registration, Financial Aid, Finance, and Academic Services. • Manage system integrations between PowerCampus and third-party applications using APIs, ETL processes, middleware, and data exchange mechanisms. • Develop, maintain, and optimize SQL queries, stored procedures, reports, and data extracts. • Monitor system performance, troubleshoot issues, and provide timely resolution for production incidents. • Collaborate with functional teams to gather requirements, design solutions, and implement system enhancements. • Support data migration, validation, and testing activities during implementations and upgrades. • Manage user roles, permissions, and security configurations in accordance with institutional policies. • Create and maintain technical documentation, system configurations, operational procedures, and knowledge base articles. • Coordinate with vendors and external partners regarding support cases, upgrades, and system improvements. • Participate in change management, release planning, and quality assurance processes. • Ensure compliance with data governance, privacy, and security standards. • Identify opportunities for automation and process optimization to improve operational efficiency. • Provide technical guidance and support to end users, functional teams, and junior administrators.
• Design, implement, and test data governance and compliance policies, including data classification, labeling, and DLP policies. Monitor and optimize these policies to align with regulatory requirements. • Deploy and configure Microsoft Purview and integrated Microsoft 365 services. Administer and manage role groups, custom roles, and permissions within the Purview portal. • Mitigate risks by protecting sensitive data from internal and external threats. Implement information protection and insider risk management solutions. Respond to data protection incidents and participate in security investigations. • Manage and support eDiscovery workflows, which includes data collection, search, and export for legal and compliance teams. • Collaborate with data architects, analysts, IT, security teams, and business application owners to implement solutions and enforce governance best practices. Provide training and support to users on data protection tools and policies.
Utilization Review Coordinator
DaviesAt Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.
Role Description We are looking for a Utilization Review Coordinator to provide Utilization Review administrative assistance to nurses, along with providing clerical support per guidelines for Initial Requests for referrals for specialists. - Follow workflow expected of UR Coordinator according to company and client protocols and production standards. - Coordinate scheduling of specialist referrals that have been approved by the UR Specialists. - Follow Rapid Response protocol established by client to authorize initial PT, initial diagnostics and initial referrals to a specialist upon receipt of referral on all new claims. - Document initial actions in Corrus using correct grammar, spelling, and sentence structure. - May act as back-up assistance for Triage Department and CMA Department. - Perform other duties as needed. Qualifications - High school diploma. - A minimum of one year of medical terminology/medical office experience. - Have a working knowledge of appropriate state’s Workers’ Compensation system and the statutes. - Medical terminology knowledge. - Experience dealing with medical provider offices. - Data entry proficiency and computer skills – Word, Excel. - Excellent organizational skills. - Detail oriented and motivated. - Ability to work in fast-paced environment and utilize critical thinking skills to ensure proactive outcomes. - Ability to effectively operate a personal computer and related claims and business software. - Good communication skills, both oral and written. - Team player. - Good attendance. - Good customer service skills. Benefits - Medical, dental, and vision plans to support your health and that of your family. - A 401(k) plan with employer matching. - Time-off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non-exempt employees. - Paid holidays. - Life insurance and short-term and long-term disability coverage. - Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location. - Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.
Member Support Admin
NSTXL (National Security Technology Accelerator)Connecting Government and Industry to rapidly deliver mission-critical technology to the end user.
Role Description The Member Support Admin is the operational backbone and frontline face of NSTXL’s 900+ member innovator ecosystem. This role sits at the intersection of technical customer success, data operations, and marketing support. You will manage the end-to-end of member support, from initial application vetting and technical platform troubleshooting to managing the inbound email queue and supporting engagement communications. The ideal candidate blends an empathetic, "customer-first" communication style with sharp technical aptitude, ensuring our members can seamlessly navigate our systems and access documents. Essential Duties and Responsibilities: - Member Correspondence & "Tier 1" Tech Support - Frontline Support: Manage the primary membership inbox; triage, troubleshoot, and resolve member issues regarding platform navigation, account access, and operational questions. - Ticketing & Triage: Track inquiry metrics (response times, resolutions) within the CRM and cleanly escalate complex technical, financial, or contract issues to internal teams. - Knowledge Management: Identify recurring member friction points and proactively update member-facing FAQs and internal resource guides. - Application Lifecycle & Data Hygiene - Onboarding & Renewals: Own the administrative intake, vetting, and data entry for new member applications and account setups. - CRM Administration: Maintain pristine member records in Salesforce/HubSpot, executing routine data to ensure organization and contact information is accurate. - Reporting & Analytics: Handle basic list management, audience segmentation, and pull routine reports to give internal teams visibility into member engagement. - Marketing Operations & Event Support - Campaign Execution: Build and validate audience lists for member announcements, newsletter distributions, and targeted marketing email campaigns. - Quality Assurance: Proof outbound communications prior to distribution to ensure flawless formatting and compliance with brand standards. - Virtual Events: Assist with the logistical coordination, list prep, and production support for live and virtual member webinars and forums. Qualifications - Bachelor’s/Associate's degree OR equivalent professional experience, plus 1+ years in an administrative, help desk, customer success, or membership operations role. - Demonstrated ability to learn new software quickly and guide non-technical users through system navigation and troubleshooting. - Exceptional written and verbal communication; comfortable translating complex processes into simple, friendly instructions. - High attention to detail regarding data entry and recordkeeping, with the ability to manage competing, deadline-driven priorities. - Self-motivated and disciplined to work effectively in a fully remote environment. Requirements - Hands-on experience with CRMs (Salesforce or HubSpot). - Familiarity with marketing automation or support ticketing tools (Zendesk, Mailchimp, WordPress, Marketo, etc.). - Experience supporting webinar production or virtual event execution. - Background or interest in government contracting, defense tech, or member-based ecosystems. Benefits - Health Insurance: Medical and dental – company pays 90% of premiums for individual coverage and for family coverage. - Vision Insurance: Fully covered. - Retirement Plans: 401(k) with employer match up to 4%. - Paid Time Off: Paid sick and safe leave, 10 federal holidays, floating holiday + your birthday, and generous vacation. - Other: Basic Life & AD&D policy company paid, Voluntary Life, Flexible & remote work structure, Wellness reimbursement plan & mental health support, Community sponsorships, Donation matching, Professional development allowance.



