lead CASS Coordinator

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 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.

Job Description

SS&C Technologies seek a CASS Coordinator/Manager to develop and maintain exceptional client relationships, by supporting the service activities to a designated client group, ensuring operational needs and issues are managed to the highest level of satisfaction. You will collaborate with many internal business units and be the first point of contact for client groups. Additionally, you will oversee and develop more junior members of the team. Extensive CASS knowledge/experience will be required to demonstrate suitability.

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.

Responsibilities:

•To take responsibility for provision of dedicated oversight for all CASS activities provided by SS&C Funds administration.

•Maintain and manage a direct relationship with, and be primary point of contact for, client Firm’s Senior Manager and CASS oversight teams.

•Manage and support CASS Coordination team.

•Manage a close relationship with the CSM team and all operational areas to ensure all CASS related processes, projects and issues are always managed effectively between business areas and driving them to conclusion.

•Accountability for the resolution of all CASS related issues and queries.

•Operational management - support the implementation and performance of key processes, systems, and controls to all finance related activities undertaken in respect of Client Money and Client Assets.

•Drive down client query volumes by analysing trends and targeting key areas such as client education, processing flaws and risks, standardisation of reconciliation narratives etc.

•Identify potential efficiencies within current processes and systems and help drive through to implementation, where practical.

•Attend client meetings at client offices as and when required with CSMs, relevant business processing teams or individually in line with reasonable CSM client travel.

•Walkthrough and understand CASS CAAD

•Attend periodic CASS reviews, if required.

•Attend periodic banking relationship meetings, if required.

•First sight of any potential CASS breaches before liaising with client to discuss the issues and investigate and escalate any potential breaches to client contacts and SS&C CSMs.

•Coordination of multi-client communications such as CASS incident management, generic breach notifications, materials for CASS User Group and client Forums.

•Review CASS breaches frequently to identify trends, issues, and preventative actions, ensuring that sufficient procedures and controls are in place to prevent reoccurrence.

•Understand and influence change to existing CASS processes where necessary.

•End-to-end oversight and ownership, on behalf of relevant business processing teams, of all ‘non-BAU’ events to track CASS implications and to ensure all shortfall funding is actioned correctly to ensure no Client Money over/under protect monies as a result.

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.