Transfer Agency

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

Overall Accountabilities: The Manager is responsible for oversight of the day to day operations. This includes but not limited to
- The Manager will manage an Offshore team focused on core functions: Processing; Quality Control and Problem Resolution. This may include multiple direct manager reports.
- Managing client escalations from Client and providing support to the Management team; ensures that all client operational transactions are handled accurately, timely and in compliance within Service Level Agreements and in accordance with company policies and industry guidelines.
- The Manager is accountable for managing multiple teams, or equivalently, complex client models with a primary focus on building internal/external relationships; risk mitigation; efficiency, fostering a positive work environment while maintaining exceptional customer service levels and quality standards.
- The Manager will be the primary escalation contact for the Client management team and be accountable for the day-to-day operational relationship.
- The Manager will work closely with all primary stakeholders; Business Operations; Workforce Management; Business Readiness; Learning & Development and other teams within the organization.
- The incumbent must possess strong knowledge of all areas surrounding their core teams and functions.
- Drive process improvement changes and contribute toward executing on key strategic initiatives.

Skills and Competencies
- Minimum of 5 years’ experience in a Mutual Fund industry and in management role
- Post-secondary education or equivalent Transfer Agency / Back office operations experience
- Excellent leadership and communication skills with the ability to lead and work as part of a cohesive team
- Exemplary client focus in determining, managing and meeting client expectations
- Understands the business impact of escalated incidents/issues and service requests
- Ability to organize work in order to accomplish multiple and changing priorities within specified timeframes
- Able to coordinate and operate in stressful situations in resolving the client’s issues
- Ability to see the bigger picture; how various processes, workflows, teams come together
- Excellent knowledge Transfer Agency operations business processes
- Results oriented - Strives to achieve high levels of individual and organizational performance
- Decision Maker - Ability to weigh risk versus reward and keep risk at minimum through critical thinking
- In-depth knowledge of iFAST and Chorus BPM system considered an asset
- Strong research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems. Systematically researches information and explores alternatives to solve problems.
- Knowledge of Mutual Fund Industry and the UK operational regulatory environment

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.

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.