Excellent communication and interpersonal skills (both written & verbal comms)
Excellent people skills and strong collaborator
Great team-player with the ability to influence
Ability to multitask and prioritise to meet deadlines
Self-starter with a keen eye for detail
Good understanding of business functions (HR, Finance etc)
The ability to make decisions and solve problems
An understanding of the Wealth and Advisor propositions and related investment products/wrappers
MS Office proficiency
Experience of reporting to Senor Management level (desired)
A good understanding of the asset and wealth management business (desired)
Proven experience as a Service Delivery/Supplier/Relationship Manager (desired)
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It is important to us that we strive to have a workforce that is diverse in the widest sense.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.
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 fee-based recruitment services.
Applications will be accepted on an ongoing basis until the position is filled.
Benefits
Health insuranceFlexible schedule
Additional Information
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Client Liaison Lead Specialist
Location: Lichfield - Hybrid working is on offer.
Get To Know Us:
SS&C Hubwise is a market leading digital investment platform, offering Wealth Managers the ability to offer mainstream products and instruments alongside a market leading solution, purpose built by in-house development experts. It offers a modern, scalable, CASS focused, highly integrated and incredibly flexible solution with straight-through-processing and automation capabilities.
SS&C Hubwise is also a part of the global SS&C group of companies. We are the world's largest transfer agency, with 20,000 clients around the world, 27,000 staff and $45 trillion running on our technology across our group. Investment operations, which is what platforms are all about, is what we do and we do it well. We do not own advice firms or provide asset management solutions; we are an independent technology and service company agnostic of the investment proposition.
Why You Will Love It Here!
- Flexibility: Hybrid work model
- Your Future: Professional development reimbursement, including access to SS&C University
- Work/Life Balance: Competitive holiday scheme
- Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
- Diversity & Inclusion: Committed to welcoming, celebrating and thriving on diversity
- Training: Hands-on and customised throughout your career
What You Will Get To Do:
We are currently recruiting a Client Liaison Lead Specialist to work closely with the SS&C Hubwise leadership team and support our platform service. With a focus on the client, We are looking for a dynamic individual with a good understanding of the Wealth Management sector and the related investment products and wrappers.
The key duties of the role are to:
- Manage all client-facing collateral, including Terms & Conditions, Key Feature Documents and Knowledge Base
- Be accountable for client communication in respect of solution enhancements, regulatory requirements and incidents
- Manage our Discretionary Fund Manager (DFM) partnerships including oversight of legal documentation, firm onboarding and managing the ongoing service reviews
- Deliver on allocated Projects to support the business strategic objectives
- Act as SME and represent the business on a range of activities, from large strategic programmes to smaller platform/process related enhancements
- Champion Consumer Duty across all business activities
Ss&c Technologies · Lichfield, UK