PA45204150 Senior Technical Advisor

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PA45204150 Senior Technical Advisor, Chelmsford

Client:

SS&C Technologies Holdings

Location:

Not specified

Job Category:

Other

–

EU work permit required:

Yes

Job Reference:

19af370ba315

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description

SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles.

Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing, including contact centre, using digital services.

About the Role

The team is responsible for completing/processing all Error Corrections for Unit Trust and ISA products where an error has occurred on a client’s instruction (money in or money out) caused by a Partner, SS&C or system issue. The team will make the necessary amendments to the account to ensure the client has not been disadvantaged, which may involve liaising with financial advisors and management companies. Additionally, the team manages manual Capital Gain Reporting requests for clients on Unit trust accounts. Both processes have Service Level Agreements to meet.

Your Responsibilities

• Work with Management to complete:
• Error correction investigation for incorrect deals caused by errors in Error corrections, IT, or CRM systems
• Raise appropriate Risk Online work for identified errors for investigation
• Complete Error Correction templates to advise on amendments
• Calculate and enter amendments to correct clients’ accounts
• Respond to referrals from offshore teams
• Send final resolution letters to clients confirming corrections
• Provide quality insight, support, and training to the team
• Handle escalations involving communication with other departments, head office, or partners

Your Experience

• Customer-focused attitude
• Proactive and innovative solutions approach
• Ability to follow detailed work instructions under supervision
• Minimal related experience required

EEO Statement / Non-agency Disclosure

We encourage applications from all backgrounds, especially under-represented groups, to promote diversity and inclusive thinking.

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