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SS&C Technologies Managed Services Operations Manager in Remote, Washington

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 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.

SS&C Innovest seeks an Operations Manager to join its Managed Services team. Managed Services at provides back-office operations to InnoTrust users. With offices in New York, Texas and California, SS&C Innovest specializes in trust, wealth management, payments, unique and hard‐to‐value assets, securities operations, and information systems.

The Operations Manager is responsible for providing team direction and operations services to Managed Services clients based on the determined roles & responsibilities to the client. Provides daily, monthly, quarterly and annual support to the delivery of such services using the InnoTrust system and coordination with 3rd party providers. Provide quality control and security of products by performing the following duties.,

Duties and Responsibilities

  • Oversees the Managed Services Team and is a point of escalation

  • Oversees the input and maintenance of data in InnoTrust per the responsibilities defined for the Managed Service client

  • Oversees development of daily, monthly, quarterly and annual Procedures for Managed Services

  • Ensures that transactions are balanced and documented according to policies and procedures

  • Oversees coordination of the processing of cash and security activity

  • Ensures daily deadlines for processing and reconciliation are met

  • Coordinates schedules for activity with each client

  • Ensures reconciliation outages are resolved in a timely manner

  • Research, document and manage client escalated issues, provide user support to clients and log client requests for services as needed to a timely resolution

  • Build, maintain and foster positive and growing relationship with clients

  • Partner with SS&C Innovest internal business partners to identify issues and assist in resolution

  • Demonstrate relentless focus on accurate and timely processing for the client

  • Be an advocate for client issues and concerns

  • Clearly communicate issues and concerns to applicable parties on the client’s behalf

  • Build, maintain and foster positive and growing relationships with all departments of SS&C Innovest, and with vendors

  • Demonstrate a subject matter expertise on clients to be seen as an integral resource for other departments internally

  • Communicate effectively and professionally

Workflow Management

  • Actively manage scheduled work and work of the team

  • Actively manage escalated issues for resolution

Knowledge Management

  • Demonstrate SS&C Innovest and Managed Services expertise

  • Take a proactive approach to learning

  • Be a subject matter expert on Managed Services tasks

Requirements and Qualifications

  • 5+ years’ experience using InnoTrust in a Managed Services capacity

  • 3+ years management experience of an operational team

  • Excellent customer service skills

  • Excellent analytical/problem solving capabilities

  • Excellent presentation and communication skills

  • Ability to learn new processes and systems quickly

  • Able to work independently

  • Ability to work under pressure, in a deadline driven environment

  • Ability to prioritize workloads and maintain organization

  • Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry and Banking

  • Excellent verbal and written communication skills

  • Excellent computer skills, including Word, Excel, and Outlook

  • SQL knowledge a plus

SS&C Innovest is an equal opportunity employer, committed to a diverse workforce. 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 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.

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.

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