Senior Reconciliation Specialist

1 month ago

Basildon, Essex, United Kingdom SS&C Financial Services International Limited Full time
Senior Specialist Wealth Management Reconciliation

SS&C Financial Services International Limited is a global provider of investment and financial services and software for the financial services and healthcare industries.

Job Summary

We are seeking a highly skilled Senior Specialist to lead our Reconciliation and Financial Reporting team for Wealth Management Clients.

  • Lead a team of administrators, managing a manager to agreed service levels with a customer-focused approach.
  • Provide proactive and innovative solutions to customers.
  • Advanced professional leading medium to large projects or working on complex issues requiring a broad perspective, conceptual thinking, and in-depth analysis.
  • Responsible for delivering operational services to SS&C clients in line with Service Level Agreements and Key Performance Indicators.
  • Secondary point of escalation for client and internal teams.
  • May lead a process or function with direct reports.
  • Manage workload and work queues, prioritizing tasks to meet external and internal deadlines, turnaround times, and service standards while maintaining quality standards.
  • Demonstrate expertise within a discipline and a deep understanding of the business, financials, products/services, or market.
  • Develop policies and procedures, and recommend best practices. Advise and provide direction to junior professionals.
  • Well-organized and methodical individual with experience working to strict deadlines.
  • Excellent verbal reasoning and numeric skills.
  • Present a professional image, communicate clearly, concisely, and diplomatically.
  • Problem-solving and decision-making skills over different levels of problems.

Knowledge and Technical Skills

Essential

  • Knowledge of client money and CMAR reporting.
  • Knowledge of FCA regulatory environment.
  • Good keyboard skills, including MS Office packages and systems used within the business.
  • Good verbal reasoning and numeric skills.
  • 5 years of business experience demonstrating an understanding of responsibilities within the Financial Services Industry. Desirable: Within TPA background.
  • A good understanding of reconciliations.
  • Excellent communication, planning, prioritizing, and organizational skills.
  • IOC Qualifications obtained or willingness to study.

Desirable

  • Knowledge of Hubwise/Bluedoor/Recon/AWD/Autorek.
  • CASS 6 & 7 & CMAR regulatory requirements.

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.

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