TA Senior Associate (Transfer Agency)

Location: Hong Kong office, hybrid work model

Company

SS&C is a financial services and healthcare technology company providing information processing, software services, and products to financial services and healthcare organizations worldwide.

What you will do

• Process daily and complex queries for offshore transfer agency clients with Asian-based distribution requirements.
• Handle account opening, register maintenance, investor AML/KYC, deal processing, and reporting.
• Support trailer fees, sales commissions, and investor or client queries.
• Resolve issues accurately and within deadlines, escalating matters to management when required.
• Support client-specific and regional project implementations.
• Propose procedural improvements and maintain detailed knowledge of transfer agency processes and systems.

Requirements

• At least 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 within tight deadlines and collaborate with internal and external stakeholders.

Culture & Benefits

• Hybrid work model and business-casual dress code.
• Professional development reimbursement and SS&C University training.
• Flexible personal and vacation time off, sick leave, and paid holidays.
• Medical, dental, vision, employee assistance, and parental leave benefits.
• Inclusive workplace focused on diverse backgrounds, perspectives, and experiences.
• Discounts on fitness clubs, travel, and other services.