Managed Services Operations Analyst

SS&C Technologies

Managed Services Operations Analyst providing operational services to Clients using Black Diamond Trust software. Ensuring timely financial transactions and maintaining productive client relationships.

Posted 7/7/2026full-timeFort Worth • Colorado, Florida, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial data management and client relationship building, with a strong focus on accurate processing and adherence to operational deadlines. Proficient in cash and security processing, with the ability to analyze and resolve client issues effectively.

Highest-signal resume keywords

Financial Data ManagementClient Relationship ManagementCash ProcessingSecurity ProcessingAnalytical Problem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data InputCash ProcessingSecurity ProcessingTrade SettlementCorporate ActionsFunds Movement ProcessesDocument Process ApplicationReconciliationDeadline ManagementOperational Procedures

Soft Skills

Customer ServiceEffective CommunicationTeam CollaborationProactive LearningProblem Solving

Tools & Technologies

Black Diamond Trust Accounting SoftwareMicrosoft WordMicrosoft ExcelMicrosoft Outlook

Industry Keywords

Publicly Traded SecuritiesManaged ServicesOperational EnvironmentClient SupportFinancial Transactions

About the role

Key responsibilities & impact

Input and maintain financial and accounting data in the Black Diamond Trust accounting software 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 | Black Diamond Trust , 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

What you’ll need

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

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity