Transfer Operations Specialist

4 weeks ago


London, Greater London, United Kingdom SS&C Technologies Holdings Full time
Job Overview

SS&C Technologies Holdings is seeking a skilled Transfer Specialist to support and lead the transfers service to our clients, driving excellence in all work activities.

About the Role

The ideal candidate will have a good understanding of the technical aspects of transferring assets between providers, with subject matter expert experience of transfer systems such as Equisoft/Altus or Origo.

Key Responsibilities

  • Daily review and assessment of transfer exception reports and management information.
  • Prompt identification and investigation of transfer related exceptions, prioritisation of tasks for completion and/or escalation.
  • Timely completion and submission of relevant reports and management information, as and when required.
  • Support of all operations processes.

Required Competencies

  • Critical evaluation and problem solving.
  • Effective communication and teamwork.
  • Ability to learn quickly, with a positive and proactive attitude to change.
  • Good Microsoft office skills, specifically Excel.
  • Financial Services Operations Management experience.
  • ISA, JISA & LISA administrative knowledge and experience.

SS&C Quality

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.

Equal Opportunities

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation.



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