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
This is a varied and high paced role with responsibility processing of new and additional applications, redemptions, transfers, switches, static data/adviser updates and providing reporting deliverables to key clients in high quality, timely and accurate manner.
Core Skills and Attributes:
Excellent written and verbal communication
Quality service orientation/continuous improvement
Elevated level of accuracy and attention to detail
Spread sheet and analytical skills
Planning and organising
Customer service focus and a passion for service delivery
Excellent critical thinking 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 resilience
Ability to work effectively and consultatively within a diverse team environment
Quality orientation/continuous improvement.
Accountabilities:
Managing and processing of timetabled workloads
Meeting deliverables per SLA’s and agreed timetables
Assisting the Team Leader and Head of Dealing with projects and enhancements related to the Dealing Team
Assisting with reviewing and updating procedures and checklists for onboarding new clients
Collaborating effectively with the team and other internal/external stakeholders, including offshore operations team
Deliverables
Delivery of client reporting accurately & within SLA requirements. Immediate escalation of any quality or timeliness issues to the Team Leaders and the Head of Dealing.
Documenting User Guides
Maintaining documentation such as procedures and checklists
Ensuring that all unit movements are complete ahead of finalising reporting deliverables
Provide high quality internal and external service
Set up of new advisers and dealer groups
Process deceased estate accounts and ensure all relevant documents are collected and verified.
Update client data for existing clients
Meet and actively monitor all team deadlines, with any issues escalated and communicated appropriately to managers and all stakeholders
Consulting with Internal stakeholders to collect any additional information required to progress with investigations
Prompt escalation of issues / risks identified within specified SLAs
Collaborate with other teams within operations team to deliver optimum outcomes
Ensure appropriate testing assurance is completed for Trust Architect releases, BCP testing etc.
Assisting with Dealing Team projects and client onboarding as required.
Key performance indicators
Performance against target for:
Adherence to business processes
Level of staff engagement/morale and delivery against agreed standards within the team
Quality and accuracy of processing
Meeting of all client deadlines
Process and service delivery improvement initiatives
Adherence to client business rules and compliance policies
Successful on boarding of new Fund Services clients into Dealing Team “BAU”
Adherence to business processes
Quality of processing
Process improvement initiatives
Service delivery improvement initiatives
Key relationships:
Internal teams: Dealing, Registry Management, Payment & Reconciliation, Client Services, Transitions, Change and Development teams
External: Custodians, Fund Managers, Clients
Knowledge and experience:
Proficiency in English, both written and verbal, is required to effectively communicate with team members, clients, and stakeholders
3+ years Financial Services experience – knowledge of Funds Management, Custody preferable
2+ years Unit Registry experience
Good working knowledge of the financial services investment industry
Very good knowledge of Microsoft Office suite
Benefits:
Hybrid and international work environment - 6 days in office per month.
Office in the heart of Bangkok, opposite to Emsphere – easy access from both BTS and MRT.
Flexible working hours.
15 days public holiday per year.
Annual leave from 12 and up to 25 days.
Additional leave types such as business leave, sick leave, maternity leave, paternity leave, bereavement leave, etc.
Flexible Time Off (FTO) in additional to the leave types above.
Group health insurance, optical claim, and annual health checkup.
Provident fund up to 11% from employer and 15% from employee.
Professional development support.
Confidential employee assistance program for mental health and well-being support.
Welfare Committee
#LI-SM1
#CA-SM
Only candidates selected for interviews will be contacted for this position.
Human Resources Department - Talent Acquisition
SS&C FinTech Services (Thailand) Limited
6th Floor, RSU Tower 571 Sukhumvit Road
North Klongton, Wattana, Bangkok 10110
Phone: 065-384-4022
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.