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

TA Associate Director

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.
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Employee Assistance Program, Parental Leave and Well-Stocked Pantry
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Education: Paid further education opportunities 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 (based in Taiwan) will be focused on a cross-functional Asia Service Desk to deliver our Fund Services operational activities supporting our business in Asia and/or Taiwan.

In this role you will be responsible for the day-to-day activities of the service desk teams in Taiwan including for our offshore and/or onshore funds Transfer Agency clients with Taiwan based distribution requirements. The role will also have a strong focus on the development and maintenance of client relationships, distributor and investor relationship management as well as execution of day-to-day processing and strategic initiatives in order to grow the business and meet organizational goals across the Taiwan region for our offshore/onshore clients

Additional responsibilities:

• Management of the service desk team including hiring, training and overall resource monitoring
• Perform regular review processes and appraisals of the team
• Monitor service level standards and provide senior management with reporting as well as maintain an environment where processes and controls are monitored
• To be point of escalation for clients, following up in case of issues with service delivery. Ensuring timely reporting and escalation of any incidents.
• Work with Client and SS&C teams to ensure customer satisfaction and ensure internal stakeholders and Directors are aware of any potential areas of concern.
• Work closely with groups internally to deliver client specific projects as well as wider projects in the region ensuring adherence to internal policy and standards.
• Overseeing the day-to-day activities of the Transfer Agency Funds operations activities
• Maintain and update investor records in accordance with company and regulatory standards
• Process subscriptions, redemptions, transfer, and other shareholder transactions accurately and within agreed timelines.
• Perform KYC/AML checks and ensure compliance with local and European regulations.
• Handle all APAC enquiries and other investor-related distributions
• Respond to investor and client inquires promptly and professionally.
• Prepare and review reports for clients, management, and regulatory bodies.
• Collaborate with internal team (fund accounts, compliance, legal) and external stakeholders.
• Identify process improvement and contribute to automation initiatives.
• Support audits and regulatory inspections as required.
• Assist in ad hoc projects as assigned
• Work closely with all relevant department to improve product operations for existing and future workflow/model.

What You Will Bring:

• Operational Expertise: Strong experience in Transfer Agency Funds operations, including transaction processing, record maintenance, and regulatory compliance.
• Regulatory Knowledge: Strong understanding of AML/KYC requirements and relevant fund regulations.
• Leadership Skills: Ability to manage and develop a team, delegate tasks effectively, and foster a collaborative environment. A good understanding of the client service model, business strategy, structure and product offerings.
• Client Relationship Management: Skilled in handling investor and client inquiries with professionalism and building long-team relationships.
• Analytical & Problem-Solving: Strong attention to detail with the ability to identify issues, resolve discrepancies, and improve processes.

Preferred Experience:

• +15 years of Fund Services experience with focus in Transfer Agency Funds roles
• Demonstrated working knowledge of Transfer Agency Funds processes and deliverables
• Proven high performance track record within operational teams
• Strong leadership with people management experience
• Fluency in spoken and written English and Chinese (Mandarin – must be fluency)
• Strong background in handling complex investor queries and maintain client relationships.
• Abilit to demonstrate high risk awareness, operational control, problem solving and process improvement experience
• Experience working within a fast-paced environment where accuracy is critical
• Experience with both local and international asset management firms or finance industry

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 @ http://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.