Investment and Financial Planning Advisor role focusing on providing expert advice on financial planning. Joining a dynamic team at iAdvise Financial Services in Austria offering comprehensive training and excellent career opportunities.
About the role
- Associate Manager overseeing financial services operations at SS&C, a leading healthcare technology company. Supporting operational finance for mutual funds and alternative investment products.
Responsibilities
- 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
Requirements
- 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
Benefits
- 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!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Accountant managing end - to - end bookkeeping for E - Commerce clients. Involved in digital process optimization and implementation with a focus on accounting and financial analysis.
Finance Consultant - ERP optimizing bookkeeping processes for German SMEs with Haufe X360. Collaborating with clients on finance and accounting solutions in a hybrid work environment.
Engineering coordination role at Sicredi, focused on leading software development teams for investment and pension projects while fostering innovation and effective processes.
Financial Director leading investment strategy and oversight for real estate division at W.C. Bradley Co. Collaborating with teams to ensure compliance, accuracy, and performance maximization.
Analista de Planejamento Estratégico e Fusões & Aquisições liderando projetos de M&A na Dexco. Envolvimento em modelagem financeira e análise de dados para estratégia.
Junior Credit and Relationship Analyst at Globo managing sales orders and client relationships. Evaluating client data and improving operations within established credit and collection policies.
PP
Support Analyst at Bradesco providing administrative and financial assistance in a hybrid work setting.
Oracle EPM Functional Expert delivering financial solutions with deep EPM module knowledge across key financial processes. Collaborate on month - end and year - end processes, ensuring compliance with Oracle standards.
Finance Graduate role at MetaCompliance supporting accounts receivable, accounts payable, and general finance operations. Full training and support provided for recent graduates.