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 SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It is a sub-organization of SS&C Black Diamond Wealth Solutions. It was founded in 1986, and is headquartered in Windsor, Connecticut, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship SS&C Technologies has a track record of offering H1B sponsorships, with 12 in 2026, 105 in 2025, 59 in 2024, 74 in 2023, 35 in 2022, 30 in 2021, 21 in 2020. Please note that this does not guarantee sponsorship for this specific role.