Associate Manager, Financial Services Operations Support

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 Services Operations

Location: Boston, MA; Braintree, MA; Waltham, MA; Kansas City, MO | Hybrid

Get To Know Us:

This role supports the operational finance team by applying advanced knowledge of mutual funds and alternative investment products (e.g., annuities, REITs, hedge funds, insurance, brokerage) to perform complex and cross-functional tasks. The position requires a strong understanding of financial systems, internal processes, and client operations to lead or support key business activities.

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
• Complete system change requests
• Research and resolve any system 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
• Prepare status reports for customers
• Coordinate face-to-face meetings with customers onsite and at their location
• Ensure contractual obligations are achieved
• Assist in onboarding new customers as they transition to SS&C's industry leading solutions

What You Will Bring:

• Bachelor’s degree and 3+ years of client facing work-related experience required ideally in financial services, with a preference for experience in transfer agency.
• 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! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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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 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.