Specialist - Financial Services Operations

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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 Description

In this administration role you will provide a good customer service by accurately

processing and authorizing a variety of customer transactions, including complex and nonstandard

transactions. This will be processed within agreed service levels and approved

financial authority levels where appropriate.

You will be at the heart or our organization where we love to develop, support and give full

training to our staff so you should be eager to learn and develop new skills. With a positive

attitude, we will help you achieve your career goals in the future.

Core Role Responsibilities

 To comply with the regulatory regimes in which SS&C operates including Data

Protection, Financial Crime Prevention and CASS regulations

Knowledge and Technical Skills

 Proficiency in the English (UK) language is essential, both spoken and written

Language Skills Are Required.

 Provide real-time assistance to clients through inbound and outbound telephone

calls, web chat, answering questions, resolving issues, and offering guidance.

 Processing transactions to agreed service levels, quality standards and where

relevant within agreed financial authority limits

 Supporting clients with a number of platform specific support tools and processes

 Adherence to schedules to ensure Service Level Agreements are achieved.

 Ensure timely and accurate responses to client enquiries while maintaining a

professional and client-centric approach.

 Proficiency in the English (UK) language is essential, both spoken and written

language skills are required to communicate with UK colleagues and UK and global

clients.

 A flexible approach to completing variety of tasks to support TL / TM and other

teams for business needs.

 To escalate issues or potential breaches to Line Manager.

 Provide a quality service, aiming for 100% accuracy and timeliness of delivery.

 To review processes and practices within your role to propose change and

improvement where individual and team performance are being affected.

 Keeps own knowledge of processes, products and appropriate regulation up to date

 Proven experience in a contact centre role, with a minimum of 2+ years of

experience. Preferably in the UK Mutual Funds Financial Services environment.

 Good keyboard skills and familiar with Microsoft word and excel

 Ability to identify areas of risk or concern, either within team or in the business.

 Exceptional communication and interpersonal skills.

 Flexible and adaptable to change and challenges.

This role offers a unique opportunity to combine your financial expertise, client service

skills, and UK language proficiency to deliver outstanding value to our clients. If you are a

dedicated and knowledgeable professional who thrives in a dynamic environment, we

encourage you to apply and join our team.

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.