Our vacancies

Search Jobs  

Outbound Team Leader

Please Note: The application deadline for this job has now passed.

Job Introduction

•    Efficient organising of staff and activities relating to processing and checking of work received for allocated management companies and completion of ad-hoc tasks ensuring all client SLA’s are adhered to.
•    Maintain Staff oversight on a day to day basis and support the line manager with any performance management issues.

•    Achievement of agreed SLA processing standards for all clients 
•    Effective process organisation, monitoring and control 
•    Timely identification/resolution/escalation of issues
•    Coaching & development of team
•    Effective departmental, internal & external communication
•    Raising initiatives for processing enhancements
•    Maintaining team Procedures

•    Managing work queues and allocating resource. To oversee Bluedoor work queues to ensure work is processed within SLA’s for Management Company in stream.
•    Outstanding work report. Check all outstanding work for the report run at VP and at End of day. Check report each day to ensure all work is cleared.

•    Audits – Manage the collation of required documentation prior to meetings and ensure all samples are completed by the given deadline. Ensure all Audit reviews are represented by a team member who is fully trained on the process. Any follow-up action to be carried out in a timely manner.

•    Escalation. Ensure whole stream is aware of the escalation procedure and is following this. To be mentioned and document it in team meetings regularly.

•    Staff Coaching & Development – Overseeing the activities of the team, supporting them with regular feedback on their performance and appropriately targeted coaching and development through 1-2-1 meetings. Provide guidance on in-house training and courses. Ensure team are up to date with sufficient knowledge to carry out their role proficiently.

•    Management Cover. To provide cover in absence of the manager. Attending managers meetings. Liaise with management team including senior management as required.

•    Procedures – Oversee and monitor the writing of new and reviewing of existing procedures within the team.

•    Additional Responsibilities 
First point of contact for team members
Study for IOC exams
Floor walking to support the team
Chair team meetings
Complete Annual regulatory training

To carry out any other duties which are within the employee's skills and abilities whenever reasonably instructed.

Role Responsibility

•    Employees are expected to exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
•    Employees must uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.
All Employees are required to comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Money, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.
Quality is the responsibility of all employees at SS&C and as such all roles at SS&C will:
•    Be quality driven, striving for 100% accuracy and timeliness of delivery. 
•    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 (internal or external).
•    Continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance and quality.
•    Employees are required to observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.

The Ideal Candidate

•    SS&C Employees are required to comply with the regulatory regime in which SS&C operates as appropriate to the above role.
•    Employees are expected to exercise due care and diligence, ensuring the areas the incumbent is responsible for are organised and controlled.
•    Employees are required to observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
•    The incumbent is required to respect the SS&C approach to client care and must demonstrate due regard to the interests of our clients and in any and all third party dealings.
•    Good keyboard skills to include awareness Word and Excel. 
•    Good Verbal reasoning and numeric skills. 
•    Experience in Financial Services Investment Industry. 
•    Ability to work to strict deadlines. 
•    Good accuracy and attention to detail 
•    Ability to work on own initiative when required 
•    Good communication skills 
•    Good organization skills      •    Knowledge of investment products and administration 
•    Knowledge of FCA regulatory environment 
•    Experience in training others 

About the Company

SS&C (formerly known as DST) is a global provider of investment and financial services as well as 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 organisations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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 UK, proof of address, credit check and criminal record check. 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.


This website is using cookies to improve your browsing experience. If you navigate to another page without changing the settings below you consent to this. Read more about cookies.