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Senior Associate, SJP Client Relationship Management (CRM)

Job Introduction

In this role, you will gain a great insight into the financial services industry and SJP as a Client 

As a Senior Technical Associate in the CRM team you will support and work closely with the Client Relationship Managers and SJP’s Client Services to ensure excellent service for our customers.
You will have access to and receive full training in both SS&C and specific client systems.  
This role will appeal to candidates who have a passion for excellent customer service, who enjoy variety and a fast paced work environment and working as part of a team.  

Role Responsibility

  • Be responsible for logging all Client (Client Liaison) referrals and responses directing these, chasing were required to ensure Service Standards are me and providing feedback 
  • Deal with any ‘light touch’ queries
  • Support the Senior Technical Associate in the management of the SJP CRM mailbox 
  • Deal with customer data ethically and in accordance with FCA requirements and in line with ‘Treating Customers Fairly’ principles
  • Keep up to date on company processes, products and appropriate regulations
  • Have an interest in and desire for personal and professional development 
  • Display good customer service behaviours and attitude at all times
  • To ensure compliance 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
  • All employees are accountable for the delivery of a quality service, driving for excellence in all their work activities

The Ideal Candidate

  • Be responsible for logging all Client (Client Liaison) referrals and responses directing these, chasing were required to ensure Service Standards are me and providing feedback 
  • Deal with any ‘light touch’ queries
  • Support the Senior Technical Associate in the management of the SJP CRM mailbox 
  • Deal with customer data ethically and in accordance with FCA requirements and in line with ‘Treating Customers Fairly’ principles
  • Keep up to date on company processes, products and appropriate regulations
  • Have an interest in and desire for personal and professional development 
  • Display good customer service behaviours and attitude at all times
  • To ensure compliance 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
  • All employees are accountable for the delivery of a quality service, driving for excellence in all their work activities

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.

SS&C

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