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

Job Description Summary

To deliver exceptional customer service by accurately processing and authorising a wide range of client transactions—including complex and non-standard cases—within agreed service levels and financial authority limits. The role ensures compliance with regulatory standards and supports continuous improvement across the operation.

Key Responsibilities:

Process customer transactions to agreed service levels and quality standards.
Resolve escalations and complaints in line with area guidelines, ensuring Consumer Duty outcomes are upheld.
Manage complex and non-standard transactions, including manual calculations.
Communicate with customers via phone, email, fax, or letter to resolve queries.
Ensure ethical handling of customer data in line with FCA regulations.
Review and check work of others to maintain accuracy and integrity.
Provide informal guidance and training to colleagues.
Conduct independent quality and accuracy checks.
Participate in service and process improvement initiatives.
Support management team as needed.
Maintain up-to-date knowledge of processes, products, and regulations.
Meet agreed performance targets and maintain a personal development plan.
Complete performance management documentation on time.
Demonstrate key behaviours aligned with company values.
Perform other duties as reasonably instructed.

Core Requirements:

Regulatory Compliance:

Exercise due care and diligence in managing responsibilities.
Uphold risk and business continuity practices.
Comply with relevant regulatory regimes, including Consumer Duty, Data Protection, and Financial Crime Prevention.

Quality Standards:

Aim for 100% accuracy and timely delivery.
Plan and deliver services to meet customer expectations.
Continuously review and improve processes and practices.
Demonstrate integrity and proper conduct in all duties.
Promote and embody a consistent quality culture.

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.

Senior Associate PA25SJPRQ3004

Job Description