- To engage with the team leader, coaches and develop a team of Associates to confidently and successfully meet and exceed business targets.
- Improve quality within the team by reviewing quality statistics and putting plans in place to minimize errors (Regulatory & CASS).
- Maximise business opportunities by building and developing positive Customer/Client relationships.
- Hold monthly 1-2-1 meeting with team members.
- Key contact for areas of the business with CGT & Error corrections, as well as external areas such as clients/financial advisors.
- Speaking with client on cases and handholding escalations where required.
- Ability to communicate with different stake holders who may have an interest in a case if an error has occurred.
- Referral Management - supporting the onshore team in complex cases and referrals from offshore.
- Day to day resourcing of the team.
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a diverse workforce in the widest sense.
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.
Background Checks
All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in the hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background-checking process should you be successful. -
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Manager Error Corrections - Basildon, United Kingdom - SS&C
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Description
About SS&C TechnologiesSS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
We seek a people manager to oversee the Error Corrections team. The team is responsible for completing/ processing all Error Corrections for Unit Trust and ISA products where an error has occurred on a client's instruction (money in or money out) caused by a Partner, SS&C or system issue. The team will make the necessary amendments to the account to ensure the client has not been disadvantaged, this can sometimes involve liaising with the financial advisor and management company to achieve the desired result. In addition, the team complete and manage all manual Capital Gain Reporting requests for our client on Unit trust accounts. Both processes have agreed Service Level Agreements in place which need to be met.
Main purpose of the role:
Works with Management: