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Senior Associate
3 months ago
- Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits
- Handling complaints in line with area guidelines
- Processing non-standard or complex transactions/calculations, including manual processing where required, ensuring that TCF principles are upheld
- Deals with customer data ethically and in accordance with FCA requirements
- Checks the work of others where appropriate to ensure that standards of accuracy, clarity and financial integrity are maintained, and that TCF principles are upheld
- Provides informal guidance and/or training for colleagues as required
- Completes independent quality and accuracy checking of work
- Supports and takes an active role in service improvement/process improvement initiatives or projects as required
- Assists management team where appropriate
- Keeps own knowledge of processes, products and appropriate regulation up to date
- Achieves agreed performance levels
- Implements and maintains personal development plan, and is proactive in own self development
- Completes performance management documentation in line with agreed timescales
- Displays key behaviours at appropriate level
- To carry out any other duties which are within the employee's skills and abilities whenever reasonably instructed
- To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled
- To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation
- To comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role
- 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 (internal and external)
- 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
