SJP Written Enquiries - Senior Associate
The role of a Written Enquiries associate is to investigate, resolve and provide a bespoke response to SJP Partners, client’s and IFA’s, by telephone, email or written communication regarding our Unit Trust and ISA products.
The team work closely with most business areas within WMI, including Platform Dealing, CRM and Finance Teams, meaning we have strict deadlines to ensure SLA’s are met. The team act as a hub for all business areas, utilising a specialised matrix to assist each business area in providing a consistent, professional service to the client. All associates are required to be competent in a variety of areas across the business and build professional internal and external relationships. They are expected to have a high level of understanding of client money rules and internal procedures, along with good verbal and written skills, as well as a high level of attention to detail. Side by side training is provided over a 4-6 week period, ensuring knowledge and skills are at the desired level before processing solo.
The Written Enquiries Team is an excellent starting point in the financial administration world as they are required to have a broad understanding of all financial matters, whether it is dealing, client money, deceased accounts or commission queries.
The Ideal Candidate
- Strong written and interpersonal skills
- Excellent analytical skills
- Good personal organisational skills
- Experience of working within the Financial Services Industry
- Excellent Communication skills
- Intermediary knowledge of EXCEL and WORD
- Experience in carrying out quality assessments and analysis (desirable)
In return for your loyalty & commitment, you will receive your competitive salary as well as our exclusive rewards package that offers flexibility and choice as well as:
- Flexible holiday allowance
- A competitive pension scheme
- Life Assurance (4 x salary)
- Private Healthcare
- Discounts from a number of high street retailers
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.