Customer Relationship Specialist
1 month ago
Private Client Wealth Specialist (PA2024281) page is loaded Private Client Wealth Specialist (PA2024281)
Apply locations London, UK time type Full time posted on Posted 2 Days Ago job requisition id R21531 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. 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.
SS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. SSNC) is a trusted provider to more than 20000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service. SS&C powers one of the largest financial and healthcare firms in the world.
The role is within the Solution Consulting and Product team which is a function that sits within the SS&C Global Investor and Distribution Services (GIDS) group whom are responsible for driving forward proposition initiatives to deliver innovative market leading Products and services to the Global Financial Industry.
Regulatory change
• Regulatory core requirements:
• 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.
Quality core requirements
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 communicate and promote the values which reinforce and support a consistent quality culture.
End to end wealth functional knowledge covering - Onboarding / Offboarding, Money in / out, Transfers In/Out, Portfolio Management, Order Management, Trading and settlement, Corporate actions, Dividends, Capital Gain Tax, Regulatory Reporting and client communications
• General investment accounts, ISAs, JISAs, LISAs, On/Off shore bonds, Pension products
• Experience in both Software and BPO propositions in Wealth
• Previous roles in Business Analysis or Business Architecture or Solution consultancy within Wealth Industry
• Ability to lead and take ownership to ensure a high quality deliverable
• Working experience of Analysis and Design methodology
• Experience of working in Agile methodology
Location – UK (Hybrid; 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.
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. 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.
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