DST Systems Sr Investor Services Representative in Bellevue, Washington
The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.
That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
SS&C ALPS is a leading Registered Fund Services provider in the financial services industry. Founded in 1985, Denver-based SS&C ALPS, with offices in Boston, Dallas, Miami, New York, San Francisco, Seattle, and Toronto also delivers asset management and asset servicing solutions through ALPS Advisors, Inc., a wholly-owned subsidiary of SS&C Technologies, Inc.
We are seeking a Senior Investor Services Representative to join our close knit, dynamic team in the growing fund administration practice. This practice group provides fund administration services to domestic and offshore hedge fund and private equity fund clients.
Review and process investor subscriptions, redemptions, transfers, assignments and contact changes.
Perform anti-money laundering checks and follow up with investors for missing information, if necessary.
Reporting to investors and clients.
Handling investor communications and inquiries.
Develop and train new and entry level staff.
Recommend best practice and process improvements.
Monitor and reconcile client bank account activity.
Prepare redemption wire payments.
Prepare and distribute contract notes.
Prepare monthly share registers.
Process audit confirmations.
Bachelor’s degree or equivalent experience.
2-4 years’ experience in Financial Services.
In depth experience with Microsoft Excel and Outlook.
Attention to detail and strong organization skills.
Superior written and oral communication skills.
Ability to multi-task in a fast paced environment and manage multiple clients.
Understanding of anti-money laundering procedures and compliance.
Team player with the ability to work independently, problem solve, and take initiative.
Ability to thrive in a technology focused and paperless office.
Knowledge of Geneva World Investor, a plus.
SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.
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.