Manager - Investor Services

6 months ago


Sydney, Australia SS&C Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

**Job Description**:
Manager in Investor Services team is responsible to provide a spectrum of Transfer Agency servicing to our clients. Individual appointed to this position will have to deliver the highest service level to clients and ensuring compliance with internal policies and procedures.

KEY RESPONSIBILITIES
- Assist direct manager to manage and supervise the team on all the tasks including transaction processing, KYC/AML documents reviews, FATCA/CRS reporting and other client reporting;
- Control and monitor the processes and delivery to make sure we meet all agreed KPIs;
- Promote and provide training/demo to client on the use of SS&C portal;
- Timely response to the enquiry from fund managers, investors and auditors etc;
- Handle new client onboarding; make sure all internal setup meet the need of the clients;
- Build up and maintain good relationship with clients.
- Participant in system enhancement project to improve the reporting quality or operation efficiency of the process.

CREDENTIALS
- Minimum 5 years experience in Transfer Agency/Investor Services; preferably in hedge funds;
- Excellent communication and client services skills, ability to work within a team toward timely and accurate production;
- Have experience to work as supervisor and ability on multi-tasking
- Able to work under pressure and willing to work overtime.
- Fluent in written and spoken English. Mandarin speaking is a plus;

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.



  • Sydney, Australia SS&C Fund Services (Asia) Pte Ltd Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...


  • Sydney, Australia SS&C Technologies Full time

    Manager - Investor Services SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial...


  • Sydney, Australia The Hassett Group Full time

    Salary circa $130k-$150k plus super plus STI - Hybrid work flexibility - CBD office location **ABOUT OUR CLIENT & THE ROLE** Our client is a leading health insurance provider offering a range of health cover options and services to individuals and families, focusing on providing accessible and comprehensive healthcare solutions in Australia. They are...


  • Sydney, Australia Kaizen Recruitment Full time

    Community-focused fund manager - Future career growth opportunities - Sydney | Hybrid WFH & Office model Reporting to the Chief Investment Officer, the Investor Relations Manager will be responsible for ensuring the success of the team across investor relations and donor engagement. This person will be enhancing and maintaining the internal and external...


  • Sydney, Australia Lendlease Full time

    Join us as Investor Relations Manager- Excellent growth opportunity for someone with a blend of financial experience, strategic thinking and strong communication skills, to thrive in a dynamic and challenging environment- This is a highly visible role, with exposure to Lendlease’s Executive team, Group functions and the broader business About the role As...


  • Sydney, Australia Hatch Full time

    ** This role is at Automic Group (not for Hatch)** Hatch is supporting Automic Group to find a great Investor Services Associate to join their customer service team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like Automic Group. **About the role...


  • Sydney, Australia HAYS Full time

    Global bank looking for a Direct Investor Service Officer for their Asset Management Client Servicing **Your new company** This company is a global bank and the role is within the Asset Management business, which services retail clients in Australia. **Your new role** The Direct Investor Service Officer is part of Client Coverage Australia and serves as...


  • Sydney, Australia Dexus Full time

    Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $54.5 billion. We believe that the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock potential, create...


  • Sydney, Australia Dexus Full time

    Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $57.1 billion. We believe that the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock potential, create...


  • Sydney, Australia Mars Recruitment Full time

    MARS Recruitment is partnered with a recognised financial institution who currently is looking for an experienced Client Services Officer. This is initially a contract role with opportunity for an extention and/or to go permanent. **Duties and Key Responsibilities**: - Effectivel serve as the main point of contact for both investors and the registry...


  • Sydney, Australia Curtis Partnership Full time

    Suitable for recent Uni graduates Prime CBD location  $70k-80k + super (depending on exp) Our client, a leading funds manager and non-bank lender, have an excellent opportunity to join their dynamic team supporting investor clients across multiple countries including Australia and Singapore. This role offers an opportunity to manage client relationships,...


  • Sydney, Australia T+O+M Executive Full time

    Join a dynamic and high-performing Investor Relations team within one of Sydney's top-tier private equity firms - Provide high-level administrative support to the Director of Investor Relations and the wider team during an exciting period of growth and expansion - $160k package + discretionary bonus, Sydney CBD offices TOM Executive is excited to be...


  • Sydney, New South Wales, Australia HiPages Group Full time

    About UsHiPages Group is a leading Australian tech company that connects homeowners and tradespeople through our innovative platform.We are a 350-strong team spread across Australia, New Zealand, the Philippines, and Vietnam, driven by our purpose of transforming the trade industry and building better lives for everyone.We are certified as a Great Place to...


  • Sydney, Australia Dexus Full time

    Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $54.5 billion. We believe that the strength and quality of our relationships will always be central to our success and are deeply connected to our purpose: Unlock potential, create tomorrow.The...


  • Sydney, Australia Lendlease Full time

    Join us as Investor Relations Advisor- Excellent growth opportunity for someone with a blend of financial experience and strong communication skills, to thrive in a dynamic environment.- Collaborate with senior leadership, investors and the broader business to shape the business direction. An opportunity is available for an Investor Relations Advisor to...


  • Sydney, New South Wales, Australia Cuscal Limited Full time

    Job OverviewCuscal Limited is a dynamic company in Australia, offering an exciting opportunity for a Financial Analyst - Investor Relations. In this newly created role, you will report directly to the Chief Financial Officer (CFO) and be responsible for various critical tasks.Your Key Accountabilities:Financial Data Analysis: You will analyze and interpret...


  • Sydney, New South Wales, Australia Dexus Full time

    About the OpportunityReporting into the General Manager - Investor Relations, this role will be a key member and an integral part of the Funds Management Investor Relations team.You will make an impact by providing support to the team in planning, developing, and executing Investor Relations strategies, including equity raisings, investor engagement, and...


  • Sydney, New South Wales, Australia Automic Group Full time

    This is a challenging entry-level position at Automic Group, where you will work with our dynamic team to provide exceptional customer service and support to investors. As an Investor Contact Centre Associate, you will be the primary point of contact for investor inquiries, responding to their questions and concerns in a professional and timely manner.At...


  • Sydney, Australia hipages Full time

    **About hipages**: We are a proudly Australian ASX-listed tech company and our platform is the number one way for homeowners and tradies to connect for all things home improvement. Inspired and driven by our purpose of transforming the trade industry, building better lives for everyone, we are powered by a 350-strong team across Australia, New Zealand,...


  • Sydney, Australia hipages Group Full time

    **About hipages**: We are a proudly Australian ASX-listed tech company and our platform is the number one way for homeowners and tradies to connect for all things home improvement. Inspired and driven by our purpose of transforming the trade industry, building better lives for everyone, we are powered by a 350-strong team across Australia, New Zealand,...