Senior Associate

2 weeks ago

Stirling, Stirling, United Kingdom DST Systems Full time
Overview

Join us in Stirling

Your personality is what is important to us at SS&C along with your positive and open approach with a passion for delivering exceptional service.


In this administration role you will provide a good customer service by accurately processing and authorising a variety of customer transactions, including complex and non-standard transactions.

This will be processed within agreed service levels and approved financial authority levels where appropriate.


You will be at the heart or our organisation 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.

About the role

Overview:

Works with Management to complete the following:

  • Error correction investigation and processing for any deals placed incorrectly
  • Raise appropriate Risk Online work where an error is identified to ensure appropriate investigations are carried out by Department Causing error.
  • Carry out calculations to understand how to correct clients' accounts and key in amendments to the system
  • Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits
  • Handling complaints in line with area guidelines
  • Processing nonstandard 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
  • Keeps own knowledge of processes, products and appropriate regulation up to date
  • Implements and maintains personal development plan, and is proactive in own self development
  • Completes performance management documentation in line with agreed timescales
  • 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
  • Good communication and mathematical reasoning skills (5 GCSEs or equivalent)
  • Good understanding of all relevant legislation e.g. Data Protection Act, Money Laundering requirements
  • Good understanding of relevant products and systems, including PC skills
  • In depth understanding of relevant processes
  • Good customer focus and complaint handling skills
  • Coaching, training and feedback skills
Who we are
SS&C is the largest global investor service provider, servicing more than 55 million investors.

Continually investing in global technology and services across the spectrum of distribution channels including:
Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers.

Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore.

SS&C also services mutual fund structures in many other fund domiciles.

Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing, including contact centre, using digital services.

EEO Statement / Non-agency Disclosure
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 f

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