Training: Hands-On, Team-Customized, including SS&C University
Education: Paid further education opportunities for employees who are eligible
Extra Perks: Bonus Scheme, SS&C Stock(s) Allocation for employees who are eligible
What You Will Get To Do
The operations team are responsible for providing transfer agency services to SS&C’s clients, this covers a range of functions including registration, AML/KYC, dealing services, settlements, reconciliations and client support services.
This role is focused on a range of products with the portfolio consisting of:
A unit registry platform and establishing local operating models and services (BPO) focused on enabling fund managers and transfer agencies
An enterprise digital platform for advisors and investors for Transfer Agency activities
Role Responsibilities
Handling of day to day and complex queries, ensuring resolution in a timely and accurate manner with escalation to management if necessary.
Performing day to day transfer agency activities including but not limited to:
Account opening and maintenance of register
o AML/KYC - Initial & ongoing screening of investor and associated parties (UBOs, Directors, trustees etc.).
o Administration of clients’ trades including distributions , processing of cash movements, settlements and reconciliation
o Investor/client query support
o Reporting
o Issuance of contract notes and statements
o Administration of commission and trailers computation, including payments where required
o Reconciliation completion
Adhere to procedures, policies and processes so that a high quality service is delivered to the customer.
Meet and actively monitor all deadlines, with any issues escalated and communicated appropriately to managers and stakeholders.
Assist in client specific and regional project implementations and change requests.
To escalate issues to Line Manager, to enable consideration for regulatory implications.
To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.
Skills and Competencies
A good understanding of the client service model and product offering.
Excellent verbal and written communication skills and a confident communicator.
Strong risk, control and problem-solving skills.
Ability to work well under pressure, maintaining professionalism.
Ability to work to strict deadlines and follow strict processes.
Highly numerate with good accuracy and attention to detail.
Demonstrated drive and commitment towards attaining the highest possible standards.
Ability to work effectively and consultatively within a diverse team environment.
A keen interest in investigative work / service delivery, along with the ability to demonstrate a good use of initiative.
What You Will Bring
Experience in a related role within the financial services industry.
Good Transfer Agency operations and technology knowledge.
Instils Trust – contribute to building a safe learning environment in the business where the team can be listened to and understood.·
Collaborate – Must be able to work in a co-operative manner with both internal and external teams and take all views and interests into account when formulating outcomes.·
Ensure Accountability – Must take full ownership of their assigned responsibilities and the outcomes that are generated and pursued.·
Customer Focus – Must understand customer and partner needs from both a functional and operational perspective.·
Communicate Effectively – Must be able to communicate effectively and efficiently, both in written and verbal forms, across all levels of an organisation and all sizes of groups. Must also be able to listen to others and evidence that they have understood the needs communicated appropriately.
We encourage applications from people of all backgrounds to enable us to bring diverse 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.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.
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.
Applications will be accepted on an ongoing basis until the position is filled.
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.
