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SJP Outbound Senior Associate

Role Responsibility


The role of an Outbound Associate is to instigate client-facing communication concerning instructions that cannot be completed in their current state.  Contact will be made direct to the client, adviser and/or other related third parties on behalf of other internal departments.  Associates are required to initiate calls or send emails in which they must articulate the scenario and required outcome in a concise and exact manner, translating the response internally to ensure the instruction can then be completed. 

Outbound Associates are required to establish a good level of competence around the Record Keeping processes provided by SS&C and must work with a keen attention to detail. Each outbound contact is a representation of SS&C and its Clients and therefore Associates are expected to deliver professionalism and convey a passion for customer service at all times. 

The role of an Outbound Telephony Associate provides an excellent foundation for a career in the Financial Industry, with exposure to all aspects of SS&C’S business.  It is suited to those looking to challenge and develop themselves and their career, and offers the opportunity to build on SS&C 's reputation as a truly customer focused Company

  • 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 organisations
  • 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.
  • Dip check daily output for letters & vetting

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 

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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