Linkedprime
SS&C Technologies

Fund Services Operations Team Lead

Posted: 11 hours ago

Job Description

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 DescriptionRole Purpose:This varied and high paced role involves a combination of leading people and responsibility for the team’s processing of Distributions, Management Fee Rebates, Adviser Service Fees, Commissions, transaction / periodic / tax statements, QTFN and AIIR lodgements. Delivering all the above requirements to the agreed timelines and of the highest quality.Key responsibilitiesDelivery of all client requirements within SLA requirements. Immediate escalation of any quality or timeliness issues to Head of Specialist.Team leadership, positive role model; meeting with the team members 1-1 on a regular basisTimely completion of performance appraisals and performance managementDocumenting User GuidesMaintaining documentation such as procedures and checklistsEnsuring that all Distributions, Management Fee Rebates, Adviser Service Fees, Commissions, transaction/periodic/tax statements, QTFN and AIIR lodgements are done within agreed timeframesProvide high quality internal and external serviceMeet and actively monitor all team deadlines, with any issues escalated and communicated appropriately to managers and all stakeholdersWork with other teams within operations team to deliver optimum outcomesEnsure appropriate testing assurance is completed for Trust Architect releases, BCP testing etc.Own BCP process for the team, including regular (quarterly) training sessions for the team.Key performance indicatorsPerformance against target for:Adherence to business processesLevel of staff engagement/morale and delivery against agreed standards within the teamQuality and accuracy of processingMeeting of all client deadlinesProcess and service delivery improvement initiatives.Adherence to client business rules and compliance policiesKey working relationshipsDealing teamSpecialist teamRegistry Management teamPayments and Rec’s team.Client service teamEngineering teamSkills and competenciesExcellent written and verbal communicationQuality service orientation/continuous improvementHigh level of accuracy and attention to detailSpread sheet and analytical skills.Customer service focus and a passion for service deliveryExcellent Problem-Solving Skills and demonstrated initiative.Ability to build strong relationships with internal stakeholders.Ability to work well under pressure, maintaining professionalism.A ‘can do’ approach and an ability to operate effectively within a dynamic and high performing environment.Demonstrated drive and commitment towards attaining the highest possible standards.Tenacity and resilienceAbility to work effectively and consultatively within a diverse team environment.Knowledge and experience5+ years Financial Services experience3+ years Unit Registry experience1+ years team leadership, demonstrated people leadership experienceKnowledge of the financial services industry particularly funds management, custody, and platformsProficiency in English, both written and verbal, is required to effectively communicate with team members and stakeholders.Particularly good knowledge of Microsoft Office suiteWhy You Will Love It Here!Hybrid Work Model and Business Casual Dress Code, including jeans, Centralized location – 6 minutes’ walk from Phromphong BTS or 10 minutes’ walk from Sukhunvit MRTYour Future: Retirement Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays, Business Leave, Maternity Leave, Ordination LeaveYour Wellbeing: Medical, Dental, Vision, Life Insurance, Annual Health Check Up, Employee Assistance Program, Parental Leave, Well-Stocked Pantry and Provident Fund ContributionDiversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on DiversityHands-On, Team-Customized, including SS&C UniversityPaid further education opportunities for employees who are eligibleWelfare Committee: Discounts on fitness clubs, travel and more!#CA-NW#CA-SMUnless 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.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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