As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Transfer Agency, Senior Associate
Locations: Malaysia | Hybrid
Get To Know Us:
SS&C GIDS provides information processing and computer software services and products. The Company’s operating segments include financial markets, customer management, professional services, and output solutions. SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave and Well-Stocked Pantry
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Education: Paid further education opportunities for employees who are eligible
- Extra Perks: Bonus Scheme, SS&C Stock(s) Allocation for employees who are eligible
What You Will Get To Do:
- Supervision and handling of day to day and complex queries, ensuring resolution in a timely and accurate manner with escalation to management if necessary.
- Performing day to day transfer agency activities including but not limited to:
- Account opening and maintenance of register
- AML/KYC - Initial & ongoing screening of investor and associated parties (UBOs, Directors, trustees etc.).
- Administration of clients’ trades including distributions , processing of cash movements, settlements and reconciliation
- Investor/client query support
- Reporting
- Issuance of contract notes and statements
- Administration of commission and trailers computation, including payments where required
- Reconciliation completion
- Adhere to procedures, policies and processes so that a high-quality service is delivered to the customer.
- Meet and actively monitor all deadlines, with any issues escalated and communicated appropriately to managers and stakeholders.
- Assist and take lead in client specific and regional project implementations and change requests.
- To escalate issues to Line Manager, to enable consideration for regulatory implications.
- To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.
Additional responsibilities via dot points:
- People Leadership: Mentor and coach team members
- Product/Service Leadership: Demonstrate business acumen and customer empathy; strong understanding of transfer agency offering end to end.
- Continuous Improvement: Champion innovation and adaptability, along with assisting with UATs and participate in change management calls with internal and external stakeholders.
What You Will Bring:
- A good understanding of the client service model and product offering.
- Excellent verbal and written communication skills and a confident communicator.
- Strong risk, control and problem-solving skills.
- Ability to work well under pressure, maintaining professionalism.
- Ability to work to strict deadlines and follow strict processes.
- Highly numerate with good accuracy and attention to detail.
- Demonstrated drive and commitment towards attaining the highest possible standards.
- Ability to work effectively and consultatively within a diverse team environment.
- A keen interest in investigative work / service delivery, along with the ability to demonstrate a good use of initiative.
Preferred Experience:
- Preferably minimum 3-5 years of experience in Transfer Agency and Operations
- Experience in a related role within the financial services industry.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
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.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Applications will be accepted on an ongoing basis until the position is filled.
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.
