PA2025Q1SB001 - Client Audit and Oversight Manager

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

SS&C Technologies seek a Client Audit & Oversight Manager to join our client services team. You will be the point of contact for the administration and communication internally and externally for client audit & oversight requests. This is a vital client facing role.

About SS&C Technologies

SS&C is a global provider of investment, 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 20,000+ employees in over 90 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.

Main Responsibilities

Client Management

* Primary contact point for day-to-day requests raised by the Client and internal contacts.

* Maintain visits and requests logs.

* Support co-ordination with internal business areas to ensure awareness of visit and oversight arrangements.

* Proactive liaison with all administration areas to ensure service is delivered within SLA and quality is measured within KPIs.

Service Management

* Liaison with heads of internal business areas to ensure provision of quality service.

* Following receipt of client's operational oversight requirements, look for opportunities to manage economies of scale.

* Keep up to date with our clients' relationship and any issues arising beyond oversight.

Reporting

* Formulate and produce programme details, agenda and key actions.

* Input to the reporting suite to reflect the results and key learnings

* Highlight through the reporting suite all oversight service failings.

* Produce post visit reports and action within agreed service levels.

* MI Reports o Assist in the production of monthly MI report for sign off.

* Knowledgebase/Central data repositories o Manage content ensuring it is updated and accurate.

Hit key SLA's in delivering relevant information to client contacts in a timely manner and in an appropriate format. o Ensure all internal operational/IT counterparts provide the necessary inputs for the client

Meeting Management

* Organise oversight meetings & conference calls. Support the Chair within the meetings (where appropriate relative to meeting attendees).

* Ensure all internal divisions are prepared and ready for oversight visits through internal review meetings.

* Ensure minutes are issued within 48 hours Budgetary Control.

* Work with CSM team to ensure oversight re-charges are approved in a timely manner.

* Assist CSM team with any disputed invoices between SS&C and client.

Ideal Candidate

* Strong organisation skills with the ability to manage multiple concurrent requests.

* Proven ability in managing multiple internal contributors to ensure alignment. * Knowledge of Financial Services regulatory environment.

* A good understanding of the client service model, business strategy, structure and product offering.

* Excellent Communication Skills (Essential).

* Good analytical skills (Essential).

* Good verbal reasoning and numeric skills. (Essential) * Experience in Financial Services Investment Industry.

* Good keyboard skills, competent in the use of M Office packages.

* IOC or equivalent, or commitment to study for IAQ or equivalent.

* Industry operational experience.

SS&C quality

All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:

• To be quality driven, aiming for 100% accuracy and timeliness of delivery.
• To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer.
• To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.
• To observe proper standards of market, business, and personal conduct, demonstrating integrity in the execution of duties.
• To communicate and promote the values which reinforce and support a consistent quality culture.

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a diverse workforce in the widest sense.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from head-hunters, recruitment agencies, or fee-based recruitment services.

Background Checks

All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in the hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background-checking process should you be successful.

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 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.