Senior Specialist Wealth- PA24HWCQ4002

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

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.

Senior Specialist of Reconciliation, Financial Reporting and Cash management operation team for Wealth Management Clients.

• Leads a team of administrators, directly managing a manager to agreed service levels with a customer-focused approach.

• Provides proactive and innovative solutions to customers.

• Is an advanced professional- leading medium to large projects or working on complex or high-profile issues that require a broad perspective, conceptual thinking, and in-depth analysis to identify solutions.

• Responsible for delivery of operational services to SS&C clients in line with Service Level Agreements and Key Performance Indicators

• Secondary point of escalation for client and internal teams

• May also lead a process or function with direct reports.

• Management of workload and work queues, prioritising tasks to meet both external and internal deadlines, turnaround times and service standards whilst maintaining an appropriate quality standard

• Demonstrates a depth and breadth of expertise within a discipline, and has a deep understanding of the business, financials, products/services, or market.

• Develops policies and procedures, and recommends best practices. Advises and provides direction to more junior professionals. 

• Well organized and methodical individual with experience of working to strict deadlines

• Excellent verbal reasoning and numeric skills

• Presents an appropriately professional image; communicates clearly, concisely, and diplomatically

• Problem solving and decision making skills over different levels of problems

Knowledge and Technical Skills

Specific knowledge, skills and qualifications needed to achieve required performance standards in a role.

Essential

• Knowledge of client money and CMAR reporting

• Knowledge of FCA regulatory environment

• Good keyboard skills to include MS Office packages & systems used within the business

• Good Verbal reasoning and numeric skills.

• 5 years business experience. Demonstrating an understanding of responsibilities within the Financial Services Industry. Desirable: Within TPA background

• A good understanding of reconciliations

• Excellent Communication, Planning, Prioritising & Organisational skills.

• IOC Qualifications obtained or willingness to study.

Desirable

• Knowledge of Hubwise/Bluedoor/Recon/AWD/Autorek

• CASS 6 & 7 & CMAR regulatory requirements

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.

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.