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
Package
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Competitive starting salary, followed by regular reviews and increases, as milestones are met.
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Fully paid training and qualifications
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Competitive holiday policy
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6% employer pension scheme contribution
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Life Assurance (4 x salary)
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Single person healthcare
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Flex benefits scheme
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Discount scheme
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Sports and Social groups
About the role
As team leader, you will be responsible for managing a team of specialists in the client services written department, whose main responsibilities include the investigation and resolution of queries received by SS&C by telephone or in written formats. This includes, but is not limited to:
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To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
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To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.
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To comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Asset, Data Protection, Financial Crime Prevention and Consumer Duty regulations among others, as appropriate to the role.
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To be quality driven, aiming for 100% accuracy and timeliness of delivery.
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To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer (internal and external).
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To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance Organised and able to work on own initiative when required
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To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
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To communicate and promote the values which reinforce and support a consistent quality culture.
About You
The ideal candidate
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Detailed knowledge of PEP, ISA, Unit Trust, OEIC and Investment Trust administration
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Can demonstrate an understanding of responsibilities within Financial Services industry
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Awareness of Microsoft office packages
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Good verbal reasoning and numeric skills
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Ability to analyse and appraise work to identify potential areas of concern that could lead to risk
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IOC or equivalent, or commitment to study for IOC
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2 year’s experience in client facing role
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Experience in Financial Services Investment Industry
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Knowledge of FSA regulatory environment
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring diversity of perspective to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
All offers of employment at SS&C are subject to background verification checks, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check. The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.
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.