Trading Operations & Onboarding Associate

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Trading Operations and Onboarding Associate to support trading activity and client onboarding, ensuring operational accuracy and coordination across teams and partners.

Responsibilities

• Manage the end-to-end onboarding process for new Managed Account clients, ensuring a seamless and efficient experience
• Collecting and verifying client data
• Coordinating with internal teams (e.g., legal, compliance, technology)
• Setting up client accounts on our trading platform
• Tracking onboarding progress and reporting on key metrics
• Identifying and resolving any onboarding issues
• Provide critical support to the trading team by:
• Processing client requests (e.g., deposits, withdrawals, transfers)
• Executing trades and rebalancing client accounts according to established strategies
• Managing and reconciling trade data
• Monitoring account performance and identifying potential issues
• Generating reports and providing data analysis
• Work closely with other teams, including sales, client service, and technology, to ensure a coordinated and effective approach to client onboarding and trading operations

Skills

• Bachelor's degree in Finance, Business, or a related field preferred
• Solid understanding of financial markets and investment products; experience with SMAs or similar investment vehicles is a plus
• Hands-on experience in at least one of the following: SMA operations, trading desk support, or investment operations
• Ideal candidate will have experience onboarding clients, including data validation, working with custodial accounts, and ensuring accuracy across systems
• Strong attention to detail with a high level of accuracy, particularly in onboarding and trading processes
• Excellent written and verbal communication skills, with the ability to collaborate effectively across teams and with clients
• Proactive problem-solver with the ability to quickly identify issues and implement solutions
• Highly organized, able to manage multiple priorities, and perform well in a fast-paced, deadline-driven environment
• Team-oriented mindset with a commitment to contributing to a positive and collaborative culture
• Familiarity with trading or portfolio management platforms such as Moxy, Genesis, Advent, or similar systems preferred

Benefits

• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical
• Dental
• Vision
• Employee Assistance Program
• Parental Leave
• Discounts on fitness clubs, travel and more!

Company Overview

Company H1B Sponsorship