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Distributor Client Services Projects Technical Specialist

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

Role Responsibility


Working within the Distributor Client Services department, the role requires the individual to own and deliver change within the department. The role entails effective delivery of a range of projects, including larger SS&C projects where there is potential for direct impact to our clients, distributors and our service offerings.

  • Own and oversee all change activities that impact the department, including but not limited to; regulatory change, corporate actions, acquisitions and client offloads
  • Lead all assigned projects and complete the corresponding tasks, including but not limited to;  drafting and owning all communications, overseeing data analysis, arranging configuration for our STP and digital services and understanding the resulting business processes
  • Own and maintain relationships with Project Managers, Business Analysts and Internal Departments for effective delivery of projects that may impact processes completed within Distributor Client Services 
  • Own delivery of Projects where Distributor Client Services are the sponsor and discuss client requirements/ expectations, timelines and constraints
  • Provide departmental specific business consultancy on requirements of all assigned projects
  • Ensure effective communication with Distributors, Management Companies and vendors as appropriate
  • Provide accurate and timely information to internal and external parties regarding progress of project deliverables
  • Be a contact point for any business releases to ensure the impact allows Distributor Client Services to function effectively 
  • Provide consistent support where vendor contracts are required
  • Interrogate business and technical changes to consider impacts on the Distributor Client Services department, its clients and distributor population
  • Communicate effectively to the Distributor Client Services teams to validate understanding of the impact of any change
  • Oversee all runbooks to ensure procedures and training has been considered and in place where appropriate
  • Attend & chair workshops/meetings on behalf of Distributor Client Services with both internal and external parties
  • Liaise with SS&C testing to ensure appropriate testing is completed, accurate output is received, reviewed and any faults are corrected, retested and new output provided through to sign off
  • Provide post project implementation support to Distributor Client Services and vendors
  • Create and maintain project specific documents used, inclusive of runbooks and project plans that can be distributed both internally and externally where applicable
  • Oversee and track any CASS Audits that require information or data from the Distributor Client Services teams
  • Assess and review any continual improvement initiatives raised by the Distributor Client Services teams
  • Maintain and upkeep internal Project Logs for a transparent outlook on the delivery of all allocated projects
  • Deliver overviews of the Distributor Client Services offering to potential clients
  • Focus on STP dealing and settlement delivery for new clients where applicable and investigate and resolve any post live trading issues 
  • Provide feedback on the effectiveness of procedures, controls and MI, which includes contributing to the annual review of procedures applicable to the Project team
  • Ensure all activities are undertaken in accordance with procedures & controls, and that any changes to activities implications are considered

Key Behaviours:


  • Confident in presenting and delivering information and discussing deliverables with Senior Managers, Management Companies and other external parties
  • Acts on own initiative and can manage their own time effectively 
  • Strong communication skills
  • Comfortable in managing upwards and communicating with individuals at all levels
  • Comfortable in achieving deadlines and being transparent with any workload constraints
  • Comply with the regulatory regimes in which SS&C Operates (Data Protection, Financial Crime Prevention regulations and CASS) and attend regular training

The Ideal Candidate


  • Strong presentation skills
  • Experience of working in a Financial Services environment
  • Good Microsoft Excel, PowerPoint and Word Skills
  • Excellent verbal and written communication skills
  • Ability to build relationships with all levels in the business
  • Ability to identify areas of risk or concern, either within team or in the business
  • Responds positively to all internal/external customers
  • Flexible and adaptable to change and challenges
  • Able to professionally handle conflict to achieve business results
  • Able to analyse complex data and clearly present opportunities/actions


  • Experience in delivering change 
  • Knowledge of JIRA
  • Experience in using internal SS&C systems

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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