Transfers Specialist Job Listing at SS&C Technologies in London (Job ID R26791)

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.

Job Description

SS&C Technologies seek Transfer Specialists to support and lead the transfers service to SS&C's clients, to assist in establishing SS&C as an integrated business partner, taking responsibility of exceeding all client service targets. This is a client facing role and will involve travel to multiple client sites, therefore an ability to adapt to new environments and ‘hit the ground running' will be essential. As this a new offering to SS&C's clientele, this is an exciting time to join an be part of shaping the service.

About SS&C Technologies

SS&C is a global provider of investment, 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.

Background

• A good understanding of the technical aspects of transferring assets between providers.
• Subject Matter Expert experience of transfer systems such as Equisoft/Altus or Origo.
• Familiar with using CRM systems.
• Accurate maintenance of transfer MI and reporting.
• Excellent organisational skills, able to manage and prioritise own workload across multiple workstreams.
• Passionate about delivering a seamless end to end customer experience.
• Creating multiple contact points along the way and ensuring that client queries and requests are managed in line with quality and service standards. 

Role responsibilities

• Daily review and assessment of transfer exception reports and MI.
• Prompt identification and investigation of transfer related exceptions; assist stock reconciliation team and client services with any ongoing transfer investigations; prioritisation of tasks for completion and/or escalation.
• Timely completion and submission of relevant reports and MI, as and when required.
• Support of all operations processes.

Required competencies

• Critical evaluation and problem solving.
• Communication skills.
• Effective time management.
• Ability to learn quickly, with a positive and proactive attitude to change.
• Good Microsoft office skills, specifically Excel
• Financial Services Operations Management experience
• ISA, JISA & LISA administrative knowledge and experience
• Teamworking

SS&C quality

All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:

• To be quality driven, aiming for 100% accuracy and timeliness of delivery
• 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
• To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance
• To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties
• To communicate and promote the values which reinforce and support a consistent quality culture

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a diverse workforce in the widest sense.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from head-hunters, recruitment agencies, or fee-based recruitment services.

Background Checks

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 hiring location, proof of address, credit check and criminal record check (where permitted by local law). 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. 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.