TA Senior Associate (Transfer Agency)

Location: Taipei City, Taiwan; hybrid work from the Taiwan office

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, including information processing and computer software solutions.

What you will do

• Process daily transfer agency service desk activities for offshore clients with Japan-based distribution requirements.
• Handle account opening, register maintenance, AML/KYC checks, deal processing, trailer fee and sales commission support, investor queries, and reporting.
• Resolve routine and complex client and operational queries accurately and escalate issues when necessary.
• Follow operational procedures and controls while proposing improvements to departmental efficiency.
• Support client-specific and regional project implementations.
• Develop and maintain knowledge of transfer agency processes and systems.

Requirements

• 2+ years of experience in a related role in a similar environment.
• Good knowledge of transfer agency operations and technology.
• Understanding of the financial services regulatory environment.
• Strong communication, administrative, business support, risk control, and problem-solving skills.
• Ability to work accurately under tight deadlines and collaborate with local and global stakeholders.

Culture & Benefits

• Hybrid work model and business-casual dress code.
• Professional development, hands-on training, SS&C University, and tuition reimbursement for eligible employees.
• Flexible personal and vacation time off, sick leave, and paid holidays.
• Social insurance, medical, dental, vision, life insurance, employee assistance, and annual health checkups.
• Bonus scheme and stock allocation for eligible employees.
• Commitment to diversity, inclusion, collaboration, accountability, and customer focus.