SS&C Technologies logo
SS&C Technologies

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

Nevada + 4 moreAll locations: Nevada | Massachusetts | Michigan | Minnesota | Missouri

Posted

6 days ago

Salary

$70K - $80K / year

Seniority

Senior

Postgraduate Degree4 yrs expExperience acceptedEnglish

Job Description

Manager, Investor Services

SS&C Technologies

• 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

Job 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

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