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Team Leader - UT/ISA Error Corrections

Role Responsibility

At SS&C we work with many of the world’s leading financial services brands. We provide our clients with specialist technologies and outsourced customer servicing solutions. Our clients include many of the largest and most recognisable organisations in the global financial services industry covering Investment, Pensions, Insurance and Savings providers.

The duties include:

To engage, coach and develop a team of Associates to confidently and successfully meet and exceed business targets

To greatly enhance our reputation as a truly customer focused company, by any appropriate means of communication.

Maximise business opportunities by building and developing positive Customer/Client relationships

Hold monthly 1-1 meetings with Associates

Monitoring of Associate’s work both side by side and remote

Coaching & Feedback to Associates (RON, Incident Report)

Managing adherence

Referral Management

Day to day resourcing of the team

Support Management Company relationships

Actively contribute to team and departmental meetings

Knowledge retention – support business volumes when necessary

Assist in the planning and implementation of agreed initiatives

Review and understand MI – including feedback delivery for Associates out of Adherence

Overcoming objections- be first point of contact on escalated cases

Be a role model by adhering to SS&C policies and procedures

Take ownership of personal development

To ensure own and teams regulatory training is completed within timescales

Maximise business opportunities by building and developing positive internal and external relationships

Deputise for Team Manager when they are out of the office – completing all controls that TMs are accountable for

Support Manager with 1:1 and RTW meetings

Gain exposure to HR related conversations and processes, supporting Team Manager with these, as and when they arise

Flexibility to support team with processes and work volumes when business needs dictate

The Ideal Candidate

  Strong written and interpersonal skills

·          Excellent analytical skills

·          Good personal organisational skills

·          Experience of working within the Financial Services Industry (beneficial)

·          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
  • Excellent transport links & free parking
  • Landscaped gardens, with break out areas
  • Cafeteria 

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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