Description
SS&C is a global provider of investment and financial services and 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 organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
Title: Managed Account Specialist
Location: Hybrid - Braintree, MA, Kansas City, MO or Dublin, OH
Get To Know The Team: Client Support Group is expanding to provide superior service to current and new clients, by adding a new position titled Managed Accounts Program Manager is necessary due to the complexity and growth in the Managed Account Portfolio for several institutional clients. This client-facing position requires leadership, collaboration, attention to detail, strong problem-solving skills, and a passion for customer service. Client Support helps ensure Production systems and processes work as intended and serves as the primary point of contact to troubleshoot when problems surface. The Managed Accounts Specialist will focus on support and service activities for retirement plan clients offering Managed Accounts.
Why You'll Love It At SS&C!
- Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
- Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
- Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
- Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
- Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
- Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
- Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!
What You Will Get To Do:
- Partner with our major client MissionSquare and their Managed Account provider (Morningstar) to ensure that the overall product offering is operating efficiently from a service perspective
- Responsible for managing changes in the program and monitoring vendor performance
- Ensure the necessary reporting requirements are met
- Leverage collaborative skills to research system performance issues/defects, failed participant asset allocations, and other inquiries
- Accountable for continuing to evolve the service delivery model as requested by institutional clients to ensure we are supporting institutional client fiduciary requirements
- Work with internal service teams to ensure training and processing requirements are met on a consistent basis
- Partner with internal service teams to ensure training and processing requirements are met on a consistent basis. Develop and maintain exceptional client relationships.
- Implements strategy, business objectives, customer requests, performance, and operational enhancements.
- Applies knowledge, skills, tools, and techniques to project activities with the clear goal of meeting or exceeding business and stakeholder needs and expectations.
- Advanced professional leading medium to large projects or working on complex or high-profile issues that require a broad perspective, conceptual thinking, and in-depth analysis to identify solutions.
- May also lead a process or function without direct reports.
- Demonstrates a depth and breadth of expertise within a discipline and deeply understands the business, financials, products/services, or market.
- Develops policies and procedures and recommends best practices.
- Mentor and provide guidance to junior-level team members.
The Impact You Will Make:
- Must have three-five years of Retirement Service experience working directly with Managed Account providers.
- Exhibit expertise and knowledge of the Employee Retirement Income Security Act (ERISA) and related Department of Labor (DOL) and Internal Revenue Service (IRS) regulations.
- Proven knowledge and experience with retirement plans
- Solid computer skills and general knowledge of qualified plan systems like TRAC
- Ability to communicate concisely and effectively verbally and in writing
- Able to work in the local office 6 days per month.
- Interpersonal and influential leadership style
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Maryland: Salary range for the position: $120,000 USD to $140,000 USD.Apply on company website
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