Investment Services Associate
2 months ago
We are seeking a highly skilled and detail-oriented Investment Services Associate to join our team at SS&C Technologies. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities- Act as the primary point of contact for fund investors and managers, responding to their inquiries and resolving any issues in a timely and professional manner.
- Process investor subscription and redemption activity in accordance with the fund's offering documents and anti-money laundering (AML) requirements.
- Communicate with fund management to ensure that all transactions are processed accurately and efficiently.
- Prepare and validate investor statements to ensure that they are accurate and up-to-date.
- Prepare distribution of investor statements, letters, and miscellaneous documents in accordance with investor and fund management instructions.
- Ensure that all distribution information is up-to-date and compliant with investor and fund management instructions.
- Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
- Confirm that expected cash activity has been processed by the bank and communicated to fund accounting and/or fund management.
- Comply with department policies and procedures for processing of the above activities.
- Participate in system and process enhancement initiatives to improve efficiency and accuracy.
- Perform other related duties as assigned by department management.
- Equivalent experience in Hedge/Private Equity Fund administration and/or Investor/Shareholder services.
- Undergraduate degree or equivalent experience.
- Advanced knowledge of Microsoft Office product suite, specifically Excel.
- Experience in the financial services industry is a plus.
- Knowledge of Anti-Money Laundering and KYC procedures is a plus.
- Ability to work in a demanding environment and adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
- Strong communication skills, both oral and written.
- Excellent interpersonal skills and customer service orientation.
SS&C Technologies is a global provider of investment and financial services and software for the financial services and healthcare industries. We are committed to providing our clients with exceptional service and support, and we are seeking a highly skilled and dedicated individual to join our team.
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Financial Services Associate
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Financial Services Associate
2 months ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...
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Financial Services Associate
2 months ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client service.Key Responsibilities:Manage transfer requests with...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is perfect for individuals who are passionate about delivering exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Manage transfer requests...
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Financial Services Associate
2 months ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is a critical part of our client onboarding process, ensuring seamless transitions for our clients and advisors.Key Responsibilities:Manage transfer requests with precision and...
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Financial Services Associate
2 months ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. This role is a critical part of our client onboarding process, ensuring seamless transitions for our clients and advisors.Key Responsibilities:Manage transfer requests with precision and...
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Investment Services Associate
4 weeks ago
Mississauga, Ontario, Canada SS&C Technologies Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Investment Services Associate to join our team at SS&C Technologies. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as the primary point of contact for fund investors and...
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Investment Services Associate
4 weeks ago
Mississauga, Ontario, Canada SS&C Technologies Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Investment Services Associate to join our team at SS&C Technologies. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as the primary point of contact for fund investors and...
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Financial Services Associate
4 weeks ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. As a key member of our team, you will play a critical role in providing exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Transfer Processing...
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Financial Services Associate
4 weeks ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. As a key member of our team, you will play a critical role in providing exceptional client service and support to our advisors and sales assistants.Key Responsibilities:Transfer Processing...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. As a key member of our team, you will be responsible for providing exceptional client service and support to existing advisors and sales assistants, ensuring a high level of accuracy and timely...
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Financial Services Associate
1 month ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. As a key member of our team, you will be responsible for providing exceptional client service and support to existing advisors and sales assistants, ensuring a high level of accuracy and timely...
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Financial Services Associate
3 weeks ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAdvisor Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled and detail-oriented Advisor Services Associate to join our Operations team. As a key member of our team, you will be responsible for providing exceptional client service and support to existing advisors and sales assistants, ensuring a high level of accuracy and timely...
