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
Job Title: Managed Services Operations Analyst
Location: Fort Worth, TX | Hybrid
About the Role
SS&C Black Diamond Trust, a leading provider of Trust accounting and Managed Services, is looking for a candidate to join its Managed Services Team. The Managed Services team provides operations services to Managed Services Clients based on the determined roles and responsibilities of the Client. We provide daily, monthly, quarterly and annual operational support to the delivery of such services using the Black Diamond Trust accounting software and coordination with 3rd party providers.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an 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
Workflow Management
- 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
Knowledge Management
- 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
Required Experience
- 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
What Sets You Apart ( qualifications)
- Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry, Charitable Giving and Banking
- Experience using InnoTrust in a Managed Services capacity
- Experience with Black Diamond
- Experience with Advent ACD
- Experience with shadow posting
- SQL knowledge
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Colorado: The expected base salary for the position is between 60,000 USD to 65,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
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
- Experience in a deadline driven, operational environment
- Superior customer service skills
- Excellent analytical and problem solving capabilities
- Ability to learn new processes and systems quickly
- Experience working with minimal supervision in a team environment
- Experience writing, understanding and applying documented processes
- Experience creating and following a prioritized workload and maintaining organization
- Excellent verbal and written communication skills
- Proficient 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
- Experience using InnoTrust in a Managed Services capacity
- Experience with Black Diamond
- Experience with Advent ACD
- Experience with shadow posting
- SQL knowledge
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.
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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.
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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.
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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
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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