Distributor Client Services ADS Team Senior Technical Associate

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

Job Title: Senior Technical Associate – Distributor Client Services

Locations: Basildon, Essex | Hybrid

About SS&C Technologies

SS&C Wealth & Investment Technologies is a leading provider of award-winning technology and services for the investment management industry worldwide. Our 5000+ clients across 50+ countries include asset managers, wealth managers, family offices, alternative investment managers, fund administrators, brokers, banks, and insurance. Our solutions streamline their processes for portfolio management, trading and order management, compliance, accounting, performance analytics, reporting and more. This is a unique opportunity to blend financial industry knowledge with technology skills, in a vibrant, international work environment. You get to tap into the knowledge of leading financial institutions as well as our experienced team, to learn and develop skills that will ultimately help you progress your career and grow a solid network within the fin-tech industry. At SS&C, you will find a rewarding career where you can thrive at every level. We are proud of our unique business culture, founded on the passion of our people, dedicated to the success of our clients. As a company, we reward innovation and professionalism and support personal development. We invest in our employees through offering competitive compensation and benefits, comprehensive training opportunities, and employee programs to promote a healthy work-life balance and personal well-being. Our culture thrives on teamwork and diversity. Therefore, we hope to see you bring your unique perspective and talent to SS&C and thrive!

Get To Know the Team Distributor Client Services (DCS) provides a bespoke, end‑to‑end service to Distributors, Corporate Clients and Nominees, acting as a single point of contact for all operational and servicing needs. The team delivers enhanced turnaround times on enquiries, value‑added services and a strong focus on relationship management.

The ADS Team (Automated Dealing and Settlement) supports this by handling the oversight and administrative support of electronic transfer of assets, shareclass conversions & supporting EMX and Calastone dealing, CREST and Calastone Settlement, and ISA transfer and electronic stock reregistration via Equisoft. Our oversight services cover from 8am to 8pm Monday-Friday and the team work on a rota basis to cover these operating hours. We offer hybrid working after completion of all necessary training.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

• Your Future: Professional Development Reimbursement

• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

• Training: Hands-On, Team-Customized, including SS&C University

• Extra Perks: Discounts on fitness clubs, travel and more!

Responsibilities:

• Ensure SS&C consistently meets client expectations in line with agreed Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).

• Perform and evidence all required daily controls and monitoring for Straight Through Processing (STP) order routing, settlement, electronic re‑registration and share class conversions.

• Complete all dealing and settlement control activities accurately and within required timeframes.

• Maintain reconciliation oversight for all STP settlement functions, ensuring timely investigation and resolution of discrepancies.

• Work collaboratively with team members and wider departments while also operating independently, ensuring all aspects of oversight, controls and service delivery are consistently covered.

• Handle STP‑related enquiries via email, telephone and webchat, providing accurate, timely and professional responses.

• Update STP systems to reflect all relevant corporate action events.

• Act as an escalation point for nominee‑related service issues, managing investigations, resolutions and ongoing communications with stakeholders.

• Demonstrate strong understanding of monitored systems and their interdependencies with other teams, proactively managing issues that may impact business areas.

• Provide accurate and timely information to both internal and external stakeholders, including clients.

• Review and maintain procedures, documentation and system information to ensure content remains accurate and up to date.

• Actively seek and respond to feedback, using service issues as learning opportunities to improve processes, procedures and overall service delivery to Distributor clients.

• Contribute actively to team and departmental meetings, including sharing updates, schedules and improvement initiatives.

• Support Team Leaders, Team Managers and other teams as required, adopting a flexible approach to meet business needs.

• Ensure full compliance with all applicable regulatory and internal requirements, including Data Protection, Financial Crime Prevention and CASS regulations.

• Promote a culture of quality, accuracy and timeliness, striving for 100% delivery standards.

• Identify opportunities for process improvement and actively propose changes where individual or team performance may be affected.

• Act as a role model by adhering to SS&C policies and procedures and promoting continuous improvement across Distributor Client Services.

• Exercise due care and diligence to ensure responsibilities are delivered in a well‑controlled, organised and risk‑aware manner.

• Undertake any other reasonable duties within the scope of the role and the employee’s skills and experience.

Knowledge and Technical Skills

• Knowledge/understanding/experience of working in Financial Services.

• Able to use the standard office applications - Microsoft Excel and Word.

• Excellent verbal and written communication skills

• Strong teamwork and collaboration skills, with the ability to contribute positively to shared objectives and support colleagues within a high‑volume operational environment.

• Proven ability to work independently, demonstrating sound judgement and accountability to ensure oversight requirements are met and issues are identified and resolved proactively.

• Proven ability to provide excellent service to both external and internal stakeholders.

• Ability to identify areas of risk or concern, either within team or in the business.

• Comfortable switching between varied responsibilities throughout the day, maintaining attention to detail and quality of work.

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.

Applications will be accepted on an ongoing basis until the position is filled.

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.