SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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

TA Senior Associate

Locations: Taiwan | 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 and Business Casual Dress Code, including jeans
• Your Future: Professional Development Reimbursement  
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Social Insurance, Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Annual Health Check Up
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Education: Employee Tuition Reimbursement 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:

This role will be based out of our Taiwan office and will be responsible for the processing of day-to-day activities on the Transfer Agency service desk including account opening, investor AML/KYC, deal processing and client servicing for our offshore transfer agency clients with Japan based distribution requirements.

Role Responsibilities:

• 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 service desk activities including but not limited to:
  • Account opening and maintenance of register
  • AML/KYC
  • Deal processing
  • Trailer fee & sales commission support
  • Investor/client query support
  • Reporting
• Adhere to procedures, policies and processes so that a high-quality service is delivered to the customer. 
• Propose procedural changes to improve performance and efficiency of the department.
• Assist in client specific and regional project implementations.
• Develop and maintain a thorough knowledge of Transfer Agency processes and Systems.

Skills and Competencies:

• A good understanding of the client service model, business strategy, structure and product offering.
• Strong level of communication with all levels of staff including local and global management.
• Strong risk, control and problem-solving skills.
• Strong administrative and business support skills.
• Able to work accurately within tight deadlines.

What You Will Get To Do: 

• 2+ years of experience in a related role within a similar environment.
• Good Transfer Agency operations and technology knowledge including the Financial Services regulatory environment.

Key behaviors:

• Instils Trust – contribute to building a safe learning environment in the business where the team can be listened to and understood.
• Collaborate – Must be able to work in a co-operative manner with both internal and external teams and take all views and interests into account when formulating outcomes.
• Ensure Accountability – Must take full ownership of their assigned responsibilities and the outcomes that are generated and pursued.
• Customer Focus – Must understand customer and partner needs from both a functional and operational perspective.
• Communicate Effectively – Must be able to communicate effectively and efficiently, both in written and verbal forms, across all levels of an organization and all sizes of groups. Must also be able to listen to others and evidence that they have understood the needs communicated appropriately.

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.