PA25CRMRQ2005 - Client Audit and Oversight Manager

SS&C Technologies; Basildon; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player seeks a Client Audit & Oversight Manager to enhance client services. This vital role involves managing client requests, ensuring quality service delivery, and coordinating internal teams. The successful candidate will demonstrate strong organizational and communication skills while navigating the financial services regulatory environment. Join a diverse team committed to excellence and contribute to the high standards of service that define this innovative firm. If you thrive in a dynamic, client-facing environment and are eager to make an impact, this opportunity is perfect for you.

Qualifications

• Strong organizational skills to manage multiple requests.
• Excellent communication and analytical skills are essential.
• Knowledge of the financial services regulatory environment.

Responsibilities

• Act as the primary contact for client audit and oversight requests.
• Organize oversight meetings and ensure timely follow-up.
• Coordinate with internal teams to deliver quality service.

Skills

Organizational Skills

Communication Skills

Analytical Skills

Knowledge of Financial Services Regulatory Environment

Client Service Model Understanding

Education

IOC or equivalent certification

Willingness to pursue IAQ or similar qualifications

Tools

MS Office

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

SS&C Technologies seeks a Client Audit & Oversight Manager to join our client services team. You will be the point of contact for the administration and communication internally and externally for client audit & oversight requests. This is a vital client-facing role.

About SS&C Technologies

SS&C is a global provider of investment, financial services, and software for the financial services and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut, with over 20,000 employees in more than 90 offices across 35 countries. Approximately 18,000 financial services and healthcare organizations, from the largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Main Responsibilities

Client Management

• Primary contact point for day-to-day requests raised by the client and internal contacts.
• Maintain visits and requests logs.
• Support coordination with internal business areas to ensure awareness of visit and oversight arrangements.
• Proactively liaise with all administration areas to ensure service is delivered within SLA and quality is measured within KPIs.

Service Management

• Liaise with heads of internal business areas to ensure provision of quality service.
• Manage opportunities to optimize economies of scale based on client oversight requirements.
• Stay updated on client relationships and any issues beyond oversight.

Reporting

• Develop and produce programme details, agendas, and key actions.
• Contribute to reporting to reflect results and lessons learned.
• Highlight oversight service failings through reports.
• Produce post-visit reports and ensure actions are completed within agreed service levels.
• Assist in the production of monthly MI reports for approval.
• Manage content in knowledge bases and central data repositories to ensure accuracy and currency.
• Deliver relevant information to client contacts promptly and appropriately.
• Coordinate with internal operational/IT teams to ensure necessary inputs for clients.

Meeting Management

• Organize oversight meetings and conference calls, supporting the Chair as needed.
• Ensure internal divisions are prepared for oversight visits through review meetings.
• Issue meeting minutes within 48 hours.
• Work with the CSM team to approve oversight re-charges promptly.
• Assist with disputed invoices between SS&C and clients.

Ideal Candidate

• Strong organizational skills to manage multiple requests.
• Experience managing multiple internal contributors to ensure alignment.
• Knowledge of the financial services regulatory environment.
• Understanding of the client service model, business strategy, structure, and products.
• Excellent communication skills.
• Good analytical and numeric skills.
• Proficiency in MS Office.
• IOC or equivalent certification, or willingness to pursue IAQ or similar qualifications.
• Operational experience in the industry.

SS&C Quality

All employees are responsible for delivering quality service by:

• Aiming for 100% accuracy and timeliness.
• Planning service delivery to meet customer expectations.
• Reviewing and improving processes and practices.
• Maintaining high standards of conduct and integrity.
• Promoting a culture of quality.

We value diversity and encourage applications from all backgrounds, especially underrepresented groups, to enrich our perspectives.

Note: We do not accept unsolicited resumes from recruitment agencies unless explicitly requested.

Background Checks

Employment offers are contingent upon background verification, including employment history, eligibility to work, proof of address, credit, and criminal records where permitted by law. Accurate application information is essential as it may be verified.

Equal Opportunity

SS&C is an Equal Employment Opportunity employer, committed to non-discrimination based on race, gender, age, religion, or other protected statuses.