SS&C Technologies

Managed Services Operations Analyst

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Fort Worth • Colorado, Florida, Texas • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Mid-LevelSenior

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