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Partner Relationship Expert

Job Introduction

•    Supporting the Partner Support Specialist team, through monitoring and processing of a number of support functions
•    Monitoring and support of case management (Partner Support Specialist’s enquiries / follow ups, Replacement Business, Transfers in and Pipeline support as well as Escalations)
•    Processing of Kana response emails for BAU requests and complex dealing emails
•    Ownership and completion of reporting functions such as Capital Gains Tax Reporting in line with the agreed SLAs
•    Support the Partner Support Specialist’s work volumes to enable them to complete proactive actions and Partner visits
•    Log any identified errors in the correct format to ensure appropriate feedback and trend analysis can be completed for continuous improvement and to ensure breach process followed
•    To greatly enhance our reputation as a truly customer focused Company, by any other appropriate means of communication

Role Responsibility

•     To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled
•    To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation
•     To comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role
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 (internal and external)
•    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

The Ideal Candidate

•    Industry knowledge & experience
•    The ability to send and receive different messages using different methods so that they are conveyed and understood as intended
•    Willingness to successfully adapt to changing demands and conditions, adapting your behaviour to meet the needs of others as well as yourself
•    Quality driven with a pride in delivering excellence
•    Takes responsibility for the completion of objectives and tasks, holding themselves accountable for their actions and the consequences of them     
•    Experience in a client facing role
•    Detailed knowledge of ISA, Unit Trust, Pension or Bond administration

Package Description

  • Flexible Holiday Allowance
  • Life Assurance (4 x salary)
  • Private Healthcare 
  • Flex benefits scheme


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.



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