Associate Manager, Financial Services Operations

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
Associate Manager, Financial Service Operations
Location
: Kansas City, MO | Boston, MA | Dublin, OH | Chicago, IL | Hybrid (In Office 6+ Days Per Month)

Get To Know Us:
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.

Why You Will Love It Here

• 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

What You Will Get To Do:

• 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.

What You Will Bring:

• 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.
• 1-2 years of people managmenet experience
• 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

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 @

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.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.