SS&C Technologies

Managed Services Operations Analyst

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Fort Worth • Colorado • Florida • United States

Visit company website

Explore more

✨ AI Apply
Apply

Tech Stack

SQL

About the role

  • Input and maintain financial and accounting data in InnoTrust per the responsibilities defined for the Managed Service Client.
  • Interact on daily processes amongst the team.
  • Adhere to daily, monthly, quarterly, and annual procedures for processes within Managed Services.
  • Ensure that financial transactions are balanced and documented according to policies and procedures.
  • Processing, review and oversight of cash and security activity, including trade settlement, corporate actions, cash movement and shadow posting.
  • Meet and ensure daily deadlines are met for processing and reconciliation.
  • Interact on operational activity with each Client.
  • Identify and work with client for reconciliation outages.
  • Research, document, and handle client reported issues, provide user support to Clients and log Clients requests for services as needed to a timely resolution.
  • Build, maintain, and foster positive and growing relationship with Clients.
  • Work closely with Client Relationship Team to understand issues and assist in resolution.
  • Demonstrate relentless focus on accurate and timely processing.
  • Understand Client issues and concerns and escalate as appropriate.
  • Build, maintain, and foster positive and growing relationships with all departments of SS&C | Innovest, and with vendors.
  • Demonstrate focus on client operational needs.
  • Communicate effectively and professionally.
  • Actively manage assigned work and assist with assigned work of others as needed.
  • Actively manage issues for resolution, assist teammates with issues or escalate as appropriate.
  • Actively manage workload to support teammates.
  • Take a proactive approach to learning, document and share lessons learned.
  • Use established policies and procedures to process within guidelines and identify areas of improvement or efficiencies.
  • Be a subject matter expert on team tasks.

Requirements

  • Experience in a deadline driven, operational environment.
  • Superior customer service skills.
  • Excellent analytical/problem solving capabilities.
  • Experience learning new processes and systems quickly.
  • Experience working with minimal supervision in a team environment.
  • Experience writing, understanding and applying document processes.
  • Experience creating and following a prioritized workload and maintain organization.
  • Excellent verbal and written communication skills.
  • Excellent computer skills, including Word, Excel, and Outlook.
  • Experience with security processing
  • Experience and understanding of publicly traded securities
  • Experience with cash processing
  • Experience and understanding of funds movement processes and deadlines
  • Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry, Charitable Giving and Banking (preferred).
  • Experience using InnoTrust in a Managed Services capacity (preferred).
  • Experience with Black Diamond (preferred).
  • Experience with Advent ACD (preferred).
  • Experience with shadow posting (preferred).
  • SQL knowledge (preferred)
Benefits
  • Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Extra Perks: Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial data processingcash processingsecurity processingtrade settlementcorporate actionsshadow postingSQLdocument processesfunds movement processesreconciliation
Soft Skills
customer serviceanalytical skillsproblem solvingcommunication skillsteamworkorganizationtime managementproactive learningrelationship buildingissue resolution