Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client communications and enhance service delivery in Wealth Management.
- Company: Join SS&C Hubwise, a leading digital investment platform with a global presence.
- Benefits: Enjoy hybrid working, competitive holidays, and professional development opportunities.
- Why this job: Be part of a dynamic team making a real impact in the Wealth Management sector.
- Qualifications: Strong communication skills and a good understanding of investment products required.
- Other info: Diverse and inclusive workplace committed to your growth and wellbeing.
The predicted salary is between 36000 - 60000 £ per year.
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 Senior 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.
Client Liaison Lead Specialist in Lichfield employer: Ss&C Technologies Holdings
Contact Detail:
Ss&C Technologies Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Lead Specialist in Lichfield
✨Tip Number 1
Network like a pro! Reach out to people in the Wealth Management sector on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching SS&C Hubwise and its services. Knowing the ins and outs of our platform will show you're genuinely interested and ready to contribute.
✨Tip Number 3
Practice your communication skills! As a Client Liaison Lead Specialist, you'll need to convey complex information clearly. Role-play with a friend or record yourself to improve.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team!
We think you need these skills to ace Client Liaison Lead Specialist in Lichfield
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in the Wealth Management sector. We want to see how your skills align with the role of Client Liaison Lead Specialist, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills: Since excellent communication is key for this role, use your written application to demonstrate your ability to convey ideas clearly. We love a well-structured application that reflects your interpersonal skills, so keep it professional yet personable!
Highlight Your Problem-Solving Abilities: In your application, share examples of how you've tackled challenges in previous roles. We’re looking for self-starters who can make decisions and solve problems, so don’t shy away from discussing your thought process and outcomes.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at SS&C Hubwise!
How to prepare for a job interview at Ss&C Technologies Holdings
✨Know Your Stuff
Make sure you brush up on your knowledge of the Wealth Management sector and the related investment products. Familiarise yourself with SS&C Hubwise's offerings and how they stand out in the market. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
As a Client Liaison Lead Specialist, excellent communication is key. Practice articulating your thoughts clearly and concisely. You might want to prepare examples of how you've successfully managed client communications or resolved issues in the past. This will demonstrate your ability to connect with clients effectively.
✨Be a Team Player
Highlight your collaboration skills during the interview. Think of instances where you've worked well within a team or influenced others positively. SS&C Hubwise values strong teamwork, so showing that you can work harmoniously with others will set you apart.
✨Prepare for Scenario Questions
Expect to be asked about how you'd handle specific situations, especially regarding client management and service delivery. Prepare by thinking through potential scenarios and how you would approach them. This will showcase your problem-solving abilities and your understanding of the role's responsibilities.