As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Role Purpose:
This varied and high paced role involves a combination of leading people and responsibility for the team’s processing of Distributions, Management Fee Rebates, Adviser Service Fees, Commissions, transaction / periodic / tax statements, QTFN and AIIR lodgements. Delivering all the above requirements to the agreed timelines and of the highest quality.
Key responsibilities
Delivery of all client requirements within SLA requirements. Immediate escalation of any quality or timeliness issues to Head of Specialist.
Team leadership, positive role model; meeting with the team members 1-1 on a regular basis
Timely completion of performance appraisals and performance management
Documenting User Guides
Maintaining documentation such as procedures and checklists
Ensuring that all Distributions, Management Fee Rebates, Adviser Service Fees, Commissions, transaction/periodic/tax statements, QTFN and AIIR lodgements are done within agreed timeframes
Provide high quality internal and external service
Meet and actively monitor all team deadlines, with any issues escalated and communicated appropriately to managers and all stakeholders
Work with other teams within operations team to deliver optimum outcomes
Ensure appropriate testing assurance is completed for Trust Architect releases, BCP testing etc.
Own BCP process for the team, including regular (quarterly) training sessions for the team.
Key performance indicators
Performance against target for:
Adherence to business processes
Level of staff engagement/morale and delivery against agreed standards within the team
Quality and accuracy of processing
Meeting of all client deadlines
Process and service delivery improvement initiatives.
Adherence to client business rules and compliance policies
Key working relationships
Dealing team
Specialist team
Registry Management team
Payments and Rec’s team.
Client service team
Engineering team
Skills and competencies
Excellent written and verbal communication
Quality service orientation/continuous improvement
High level of accuracy and attention to detail
Spread sheet and analytical skills.
Customer service focus and a passion for service delivery
Excellent Problem-Solving Skills and demonstrated initiative.
Ability to build strong relationships with internal stakeholders.
Ability to work well under pressure, maintaining professionalism.
A ‘can do’ approach and an ability to operate effectively within a dynamic and high performing environment.
Demonstrated drive and commitment towards attaining the highest possible standards.
Tenacity and resilience
Ability to work effectively and consultatively within a diverse team environment.
Knowledge and experience
5+ years Financial Services experience
3+ years Unit Registry experience
1+ years team leadership, demonstrated people leadership experience
Knowledge of the financial services industry particularly funds management, custody, and platforms
Proficiency in English, both written and verbal, is required to effectively communicate with team members and stakeholders.
Particularly good knowledge of Microsoft Office suite
Why You Will Love It Here!
Hybrid Work Model and Business Casual Dress Code, including jeans, Centralized location – 6 minutes’ walk from Phromphong BTS or 10 minutes’ walk from Sukhunvit MRT
Your Future: Retirement Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays, Business Leave, Maternity Leave, Ordination Leave
Your Wellbeing: Medical, Dental, Vision, Life Insurance, Annual Health Check Up, Employee Assistance Program, Parental Leave, Well-Stocked Pantry and Provident Fund Contribution
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Hands-On, Team-Customized, including SS&C University
Paid further education opportunities for employees who are eligible
Welfare Committee: Discounts on fitness clubs, travel and more!
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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 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.