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.
Account Manager & Operational Lead – Associate Director
SS&C is looking for a dynamic individual to support our growing fund administration business as an Account Manager with operational responsibilities. The Account Manager is responsible for ensuring that service delivery is optimized, adheres to our Service Level Agreements, and maintaining overall client satisfaction across the full scope of services received from SS&C and as such importantly has oversight across the fund accounting and middle office operational teams.
The Account Manager serves as a key point of contact for clients and internal stakeholders to ensure that the client experience is optimized. This includes service delivery oversight, implementation of new/enhanced services, client communication and management, and identification of improvement actions to maximize client satisfaction.
The Account Manager has ownership of client delivery, including though not limited to, oversight and accountability of the team looking after day-to-day processing activities which include Middle Back Office, and Fund Accounting. The Account Manager will require strong teamwork and problem-solving abilities in order to support the middle office operations and fund accounting function, including coaching and development of staff.
Roles and Responsibilities:
- Ensure a full understanding of the client’s needs and expectations across service delivery teams and provide clarity for the actions required to service the client.
- Identify and coordinate service delivery modifications in response to changes in client activities or regulation and raise change projects within the organization as required.
- Coordinate and drive resolution of issues affecting the quality of service and overall client experience.
- Manage client communication and internal coordination on client requests for service enhancement, expansion, or customization.
- Plan and attend engagement meetings with clients on a regular basis to build trust and deepen the client relationship.
- Manage the team and provide leadership, training, and coaching to the managers across fund accounting / middle office operations.
- Identify and produce appropriate key management information / business metrics to communicate and facilitate the client relationship.
- Manage due diligence meetings/responses for prospective or existing clients and their investors.
- Oversee the preparation of board reports and represent the organization in client board meetings.
- Ensure proper coordination of relationships with third parties related to the client activity, including system providers, auditors and external legal counsels.
- Deliver efficiencies through automation, Standardisation and STP of processes.
Requirements:
- University degree in finance/accounting or commensurate experience
- At least 8+ years’ experience working within a financial services environment in a Fund Accounting or Middle Office Operations role, preferably in the Hedge Funds space.
- Strong people management skills: both locally and remotely.
- Strong client and team management skills
- Strong written and verbal communication skills – ability to communicate clearly and efficiently with clients, team, peers, and management.
- Forward-thinking with the ability to anticipate issues and drive solutions.
- Ability to work in changing, fast-paced work environment.
- Good time management and organizational skills.
- Resourceful, possess a can-do and continuous improvement mindset.
- Has track record of delivering on process improvements.
