SS&C Technologies Job - 41709655 | CareerArc
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Company: SS&C Technologies
Location: Denver, CO
Career Level: Associate
Industries: Technology, Software, IT, Electronics


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.

Job Description:

Organizational Overview

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.

Role Overview

The Investor Services Rep is the first point of contact for processing share holder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more. GREAT opportunity to learn about financial services and WE WILL TRAIN!

Operations Representative Job Responsibilities:

This may include but is not limited to:

  • Provide client specialized servicing to mutual fund investors
    • Review new account documentation and establish accounts as needed
    • Analyze and complete trades, maintenances, statement requests and written inquiries
    • Correspond with and contact Dealers and Investors as needed
  • Answer shareholder calls and have the ability to answer fund specific questions
  • Receive, sort, and track incoming Dealer and investor requests
  • Review and research complex Dealer and investor requests
  • Act as liaison between Transfer Agency teams
  • Efficiently and accurately report the daily cash flows into and out of mutual funds for our Clients
  • Facilitate Broker/Dealer compensation including 12b1 payments, A Share Load and C Share Advanced payments
  • Reconcile and report contingent deferred sale charge and underwriter payments to our Clients
  • Complete daily bank reconciliation to match Client's balances with the corresponding reports
  • Work with the Distributor on the establishment of new Broker/Dealers along with branch, and representative establishment at the account level
  • Quality Review transactions, new accounts maintenances, control reports, and other daily operational requests

Benefits of this Position:

  • Entry level position that allows for variety in daily tasks and the ability to gain extensive knowledge of back office mutual fund operations for future advancement in industry
  • Ability to gain certifications and further training
  • Fast growing company that provides numerous opportunities for job advancement

Skill set for this Position:

  • Excellent attention to detail and accuracy and strong multi-tasking skills
  • Computer experience (Word, Excel, Microsoft Outlook)
  • Interpersonal and customer service skills
  • Ability to work independently as well as in a team environment
  • Bachelor's Degree or related industry experience preferred but not required

Compensation: The compensation range for this position is $15/hour to $25/hour (This position is eligible to participate in a company stock program].

Benefits: SS&C offers a comprehensive benefits package including:  Medical, Dental & Vision; HSA & FSA; Life & Disability; Accident, Hospital & Critical Illness; Flexible, Sick and Holiday Paid Time Off; 401(k) with Company Match; Employee Assistance Plan; Education Assistance; Professional Development and Employee Discounts.


Denver Colorado

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 for assistance.

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