How You Will Make an Impact
Input and maintain financial and accounting data in the Black Diamond Trust accounting software per the responsibilities defined for the Managed Service Client
Interact on daily processes amongst the team
Adhere to daily, monthly, quarterly, and annual procedures for processes within Managed Services
Ensure that financial transactions are balanced and documented according to policies and procedures
Processing, review and oversight of cash and security activity, including trade settlement, corporate actions, cash movement and shadow posting
Meet and ensure daily deadlines are met for processing and reconciliation
Interact on operational activity with each Client
Identify and work with client for reconciliation outages
Research, document, and handle client reported issues, provide user support to Clients and log Clients requests for services as needed to a timely resolution
Build, maintain, and foster positive and growing relationship with Clients
Work closely with Client Relationship Team to understand issues and assist in resolution
Demonstrate relentless focus on accurate and timely processing.
Understand Client issues and concerns and escalate as appropriate
Build, maintain, and foster positive and growing relationships with all departments of SS&C | Black Diamond Trust, and with vendors
Demonstrate focus on client operational needs
Communicate effectively and professionally
Workflow Management
Actively manage assigned work and assist with assigned work of others as needed
Actively manage issues for resolution, assist teammates with issues or escalate as appropriate
Actively manage workload to support teammates
Knowledge Management
Take a proactive approach to learning, document and share lessons learned
Use established policies and procedures to process within guidelines and identify areas of improvement or efficiencies
Be a subject matter expert on team tasks
Required Experience
Experience in a deadline driven, operational environment
Superior customer service skills
Excellent analytical/problem solving capabilities
Experience learning new processes and systems quickly
Experience working with minimal supervision in a team environment
Experience writing, understanding and applying document processes
Experience creating and following a prioritized workload and maintain organization
Excellent verbal and written communication skills
Excellent computer skills, including Word, Excel, and Outlook
Experience with security processing
Experience and understanding of publicly traded securities
Experience with cash processing
Experience and understanding of funds movement processes and deadlines
What Sets You Apart ( qualifications)
Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry, Charitable Giving and Banking
Experience using InnoTrust in a Managed Services capacity
Experience with Black Diamond
Experience with Advent ACD
Experience with shadow posting
SQL knowledge
Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-MG2
#CA-MG
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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Colorado: The expected base salary for the position is between 60,000 USD to 75,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
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.
