PA45204150 Senior Technical Advisor

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

About SS&C Technologies

SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles.

Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing, including contact centre, using digital services.

About the Role

The team is responsible for completing/processing all Error Corrections for Unit Trust and ISA products where an error has occurred on a client’s instruction (money in or money out) caused by a Partner, SS&C or system issue. The team will make the necessary amendments to the account to ensure the client has not been disadvantaged, this can sometimes involve liaising with the financial advisor and management company to achieve the desired result.  In addition, the team complete and manage all manual Capital Gain Reporting requests for our client on Unit trust accounts. Both processes have agreed Service Level Agreements in place which need to be met.

Your Responsibilities

Works with Management to complete:

• Error correction investigation for any deals placed incorrectly where either Error corrections, IT or CRM area have caused the error
• Raise appropriate Risk On Line work where an error is identified to ensure appropriate investigations are carried out by Department Causing error.
• Complete required Error Correction templates to advise of required amendments to ensure clients are not disadvantaged by error.
• Carry out calculations to understand how to correct clients’ accounts and key in amendments to the system
• Responding to referrals from the offshore team
• Completing final resolution letters to clients to confirm the relevant corrections have been made
• To Provide quality insight, support, deliver training and coaching solutions to enable to team to provide a high quality service for the client.
• To be able to handle ad hoc escalations which would include communication with other departments, Head office and or the partnership.

Your Experience

• Customer-focused.
• Proactive and innovative approach to solutions to customers.
• Follow detailed work instructions and works under close supervision.
• Minimal related experience.

EEO Statement / Non-agency Disclosure

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.