Client Liaison Lead Specialist

Reposted 23 Days Ago
Be an Early Applicant
Lichfield, Staffordshire, England, GBR
In-Office
Entry level
Fintech • Software
The Role
Serve as client-facing lead for SS&C Hubwise platform: manage client collateral and communications, oversee DFM partnerships and legal onboarding, deliver projects, act as SME across programmes, and champion Consumer Duty.
Summary Generated by Built In

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

Client Liaison Lead Specialist

Location: Lichfield - Hybrid working is on offer.

Get To Know Us:

SS&C Hubwise is a market leading digital investment platform, offering Wealth Managers the ability to offer mainstream products and instruments alongside a market leading solution, purpose built by in-house development experts. It offers a modern, scalable, CASS focused, highly integrated and incredibly flexible solution with straight-through-processing and automation capabilities.

SS&C Hubwise is also a part of the global SS&C group of companies. We are the world’s largest transfer agency, with 20,000 clients around the world, 27,000 staff and $45 trillion running on our technology across our group. Investment operations, which is what platforms are all about, is what we do and we do it well. We do not own advice firms or provide asset management solutions; we are an independent technology and service company agnostic of the investment proposition.

Why You Will Love It Here!

· Flexibility: Hybrid work model

· Your Future: Professional development reimbursement, including access to SS&C University

· Work/Life Balance: Competitive holiday scheme

· Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff

· Diversity & Inclusion: Committed to welcoming, celebrating and thriving on diversity

· Training: Hands-on and customised throughout your career

What You Will Get To Do:

We are currently recruiting a Client Liaison Lead Specialist to work closely with the SS&C Hubwise leadership team and support our platform service. With a focus on the client, We are looking for a dynamic individual with a good understanding of the Wealth Management sector and the related investment products and wrappers.

The key duties of the role are to:

· Manage all client-facing collateral, including Terms & Conditions, Key Feature Documents and Knowledge Base

· Be accountable for client communication in respect of solution enhancements, regulatory requirements and incidents

· Manage our Discretionary Fund Manager (DFM) partnerships including oversight of legal documentation, firm onboarding and managing the ongoing service reviews

· Deliver on allocated Projects to support the business strategic objectives

· Act as SME and represent the business on a range of activities, from large strategic programmes to smaller platform/process related enhancements

· Champion Consumer Duty across all business activities

What You Will Bring:

· Excellent communication and interpersonal skills (both written & verbal comms)

· Excellent people skills and strong collaborator

· Great team-player with the ability to influence

· Ability to multitask and prioritise to meet deadlines

· Self-starter with a keen eye for detail

· Good understanding of business functions (HR, Finance etc)

· The ability to make decisions and solve problems

· An understanding of the Wealth and Advisor propositions and related investment products/wrappers

· MS Office proficiency

· Experience of reporting to Senor Management level (desired)

· A good understanding of the asset and wealth management business (desired)

· Proven experience as a Service Delivery/Supplier/Relationship Manager (desired)

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It is important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.



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.







 


Applications will be accepted on an ongoing basis until the position is filled.



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.

Skills Required

  • Excellent written and verbal communication skills
  • Strong interpersonal and collaboration skills
  • Ability to influence and work effectively in teams
  • Ability to multitask, prioritise and meet deadlines
  • Self-starter with strong attention to detail
  • Understanding of business functions (HR, Finance etc.)
  • Decision making and problem solving ability
  • Understanding of Wealth and Advisor propositions and related investment products/wrappers
  • MS Office proficiency
  • Experience reporting to Senior Management
  • Understanding of asset and wealth management business
  • Proven experience as a Service Delivery, Supplier, or Relationship Manager

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Windsor, CT
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and 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 22,000+ employees in over 150 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.

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