CASS Manager

7 hours ago


Bristol, Bristol, United Kingdom SS&C Technologies Full time
Job Description

SS&C Technologies is a global provider of investment and financial services and software for the financial services and healthcare industries. As a Client Asset Services (CASS) Manager, you will play a critical role in ensuring the operational needs and issues of our clients are managed to the highest level of satisfaction.

Key Responsibilities:

  • Develop and maintain exceptional client relationships by supporting service activities to designated client groups.
  • Collaborate with internal business units to ensure operational needs and issues are managed effectively.
  • Oversee and develop more junior members of the team.
  • Manage and support CASS Coordination team.
  • Drive down client query volumes by analyzing trends and targeting key areas.
  • Identify potential efficiencies within current processes and systems and help drive through to implementation.

About SS&C Technologies

SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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.

Quality Service

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.
  • 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.


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    About the RoleFNZ Group is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.Key ResponsibilitiesChallenging the business on CASS management policies and procedures to ensure compliance with...


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    About the RoleFNZ Group is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.Key ResponsibilitiesChallenging the business on CASS management policies and procedures to ensure compliance with...


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    About the RoleFNZ Group is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.Key ResponsibilitiesChallenging the business on CASS management policies and procedures to ensure regulatory...


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    About the RoleFNZ Group is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.Key ResponsibilitiesChallenging the business on CASS management policies and procedures to ensure regulatory...


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    CASS Oversight Analyst (FTC)FNZ Group is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.The business has grown rapidly in recent years, as its institutional customers have used FNZ's platform...


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    CASS Oversight Analyst (FTC)FNZ Group is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.The business has grown rapidly in recent years, as its institutional customers have used FNZ's platform...


  • Bristol, Bristol, United Kingdom FNZ Full time

    Job Title: Analyst - Asset ManagementFNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.Key Responsibilities:Challenging the business on CASS management policies and procedures.Providing...


  • Bristol, Bristol, United Kingdom FNZ Full time

    Job Title: Analyst - Asset ManagementFNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers better achieve their financial goals.Key Responsibilities:Challenging the business on CASS management policies and procedures.Providing...


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    About the RoleFNZ Group is a leading FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers achieve their financial goals.Key ResponsibilitiesChallenging business policies and procedures to ensure compliance with CASS regulations.Providing...


  • Bristol, Bristol, United Kingdom FNZ Group Full time

    About the RoleFNZ Group is a leading FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help consumers achieve their financial goals.Key ResponsibilitiesChallenging business policies and procedures to ensure compliance with CASS regulations.Providing...


  • Bristol, Bristol, United Kingdom SS&C Technologies Full time

    Job SummarySS&C Technologies is seeking a highly skilled Financial Services Operations Specialist to join our team. As a key member of our operations team, you will be responsible for developing and maintaining exceptional client relationships by supporting service activities to designated client groups. Your primary focus will be on ensuring operational...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) Full time

    Job SummaryWe are seeking a highly skilled and experienced Consultant Child and Adolescent Psychiatrist to join our team in the Children and Young People's Gender Service (South West). This is a substantive, full-time post, but we welcome applications from candidates who wish to work part-time or take up a secondment.About the RoleThe successful applicant...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) Full time

    Job SummaryWe are seeking a highly skilled and experienced Consultant Child and Adolescent Psychiatrist to join our team in the Children and Young People's Gender Service (South West). This is a substantive, full-time post, but we welcome applications from candidates who wish to work part-time or take up a secondment.About the RoleThe successful applicant...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) Full time

    Job SummaryWe are seeking a highly skilled and experienced Consultant Child and Adolescent Psychiatrist to join our team in the Children and Young People's Gender Service (South West). This is a substantive, full-time post, with part-time and secondment opportunities available.About the RoleThe successful applicant will join a multi-disciplinary team...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) Full time

    Job SummaryWe are seeking a highly skilled and experienced Consultant Child and Adolescent Psychiatrist to join our team in the Children and Young People's Gender Service (South West). This is a substantive, full-time post, with part-time and secondment opportunities available.About the RoleThe successful applicant will join a multi-disciplinary team...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) Full time

    Job Title: Consultant Child and Adolescent PsychiatristJob Summary:We are seeking a highly skilled and experienced Consultant Child and Adolescent Psychiatrist to join our team at University Hospitals Bristol and Weston NHS Foundation Trust (UHBW). As a key member of our multi-disciplinary team, you will be responsible for delivering high-quality clinical...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) Full time

    Job Title: Consultant Child and Adolescent PsychiatristJob Summary:We are seeking a highly skilled and experienced Consultant Child and Adolescent Psychiatrist to join our team at University Hospitals Bristol and Weston NHS Foundation Trust (UHBW). As a key member of our multi-disciplinary team, you will be responsible for delivering high-quality clinical...

  • CASS Manager

    23 hours ago


    Bristol, United Kingdom SS&C Technologies Full time

    About the RoleSS&C Technologies is seeking a highly skilled CASS Manager to join our team. As a CASS Manager, you will be responsible for developing and maintaining exceptional client relationships, supporting service activities, and ensuring operational needs and issues are managed to the highest level of satisfaction.Key ResponsibilitiesProvide dedicated...

  • CASS Manager

    23 hours ago


    Bristol, United Kingdom SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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...

  • CASS Manager

    2 days ago


    Bristol,, South West England, United Kingdom SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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...


  • Bristol, United Kingdom Cass Art Full time

    Our Retail Sales Assistants contribute to the success and smooth running of our stores through providing assistance and excellent customer service to the customers of Cass Art Shops. Effectively working as an ambassador of the Cass Art brand and that of our business partners whose supplies are sold in our stores, to achieve and exceed sales targets set. We...


  • Bristol, United Kingdom Cass Art Full time

    Our Retail Sales Assistants contribute to the success and smooth running of our stores through providing assistance and excellent customer service to the customers of Cass Art Shops. Effectively working as an ambassador of the Cass Art brand and that of our business partners whose supplies are sold in our stores, to achieve and exceed sales targets...

  • CASS Manager

    1 day ago


    Greater Bristol Area, United Kingdom SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.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...


  • Bristol, United Kingdom Pertemps Network Group Full time

    **CASS Operations Associate**: - 043313351**£23,000 - £26,000 Per Annum** - Full Time**Permanent** **Bristol, Bristol** **Administration** **Job Description**: - Position: CASS Operations Associate - Our client - An award-winning investment solutions platform, our client aids ambitious financial advice firms in creating their own investment...


  • Bristol, United Kingdom Broadgate Full time

    We are looking for an Interim Compliance Advisory Professional to support an Investment Management business based in the M4 Corridor (Hybrid, maximum of 1 day per week on site).The details of the role are as follows:-Develop and maintain a comprehensive understanding of all relevant laws, regulations, and internal policies that apply to the Group.Conduct...


  • Bristol, United Kingdom FNZ Group Full time

    FNZ provides an opportunity to gain unparalleled experience working for an organization with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector. Working within the FNZ Internal Client Money Reconciliations team you will be responsible for reconciling the...


  • Bristol, United Kingdom FNZ Group Full time

    Role Description FNZ provides an opportunity to gain unparalleled experience working for an organization with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector. Working within the FNZ Internal Client Money Reconciliations team you will be responsible for...


  • Bristol, United Kingdom FNZ Group Full time

    Role DescriptionFNZ provides an opportunity to gain unparalleled experience working for an organization with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector.Working within the FNZ Internal Client Money Reconciliations team you will be responsible for...

  • Quality Officer

    4 months ago


    Bristol, United Kingdom ASDAN Full time

    ASDAN is an education charity and awarding organisation providing courses, accredited curriculum programmes and regulated qualifications to engage, elevate and empower learners aged 11 to 25 years with diverse needs. Our goal is to engage young people through relevant and motivating courses to achieve meaningful learning outcomes, which elevate them to go on...


  • Bristol, United Kingdom Randstad Technologies Recruitment Full time €30,000 - €35,000

    Graduate Electronics Engineer Permanent £Domin are developing several new and exciting products which apply our servo valve and related technology across a variety of industries including aerospace, marine and automotive. We are looking for a driven and self-motivated engineering graduate to join the electronics team. The applicant will work across a...


  • Greater Bristol Area, United Kingdom FNZ Group Full time

    Role DescriptionFNZ provides an opportunity to gain unparalleled experience working for an organization with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector.Working within the FNZ Internal Client Money Reconciliations team you will be responsible for...


  • Bristol, United Kingdom Computershare Full time

    **Location: Bristol (Hybrid)** This is a hybrid position primarily based in Bristol. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. **Find out more about our culture of flexible working **.** **We give you a...


  • Bristol, United Kingdom CV-Library Full time

    Graduate Electronics Engineer Bristol Permanent £30,000-£35,000 Domin are developing several new and exciting products which apply our servo valve and related technology across a variety of industries including aerospace, marine and automotive. We are looking for a driven and self-motivated engineering graduate to join the electronics team....

  • Compliance Officer

    4 months ago


    Bristol, United Kingdom Triodos UK Full time

    **Profile**: **Who we are**: Triodos Bank is an award-winning organisation and one of Europe’s leading sustainable banks, whose mission is to make money work for positive social, environmental, and cultural change. We offer a wide range of banking services for people who want to use their money consciously - from current accounts through to investments and...


  • Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust (UHBW) Full time

    Job summary Consultant Child and Adolescent Psychiatrist in the Children and Young People's Gender Service (South West) Substantive, full-time post (part time and secondments welcome) Please contact Dr Julie Alderson to discuss less than full time working The successful applicant(s) will join a multi-disciplinary team delivering a new...


  • Whitehall, Bristol, United Kingdom BNY Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...


  • Whitehall, Bristol, United Kingdom BNY Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...