Senior Specialist Wealth- PA24HWCQ4002

TN United Kingdom; Basildon; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Specialist in Wealth Management to lead a dedicated team focused on reconciliation and financial reporting. This pivotal role requires a proactive approach to problem-solving and the ability to manage complex projects while ensuring compliance with regulatory standards. The ideal candidate will possess strong numeric and communication skills, alongside a solid background in financial services. Join a dynamic environment where your expertise will drive operational excellence and contribute to the success of a global leader in investment and financial services.

Qualifications

• Develop policies and procedures while advising junior professionals.
• Lead projects and manage workloads under strict deadlines.

Responsibilities

• Lead a team of administrators to meet service levels with a customer-focused approach.
• Ensure delivery of operational services aligned with SLAs and KPIs.

Skills

Verbal Reasoning

Numeric Skills

Professional Communication

Problem-Solving

Decision-Making

Education

IOC Certifications

5 Years Business Experience in Financial Services

Tools

MS Office

Hubwise

Bluedoor

Recon

AWD

Autorek

Job description

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Senior Specialist Wealth- PA24HWCQ4002, Basildon

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Client:

SS&C Technologies Holdings

Location:

Basildon, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

d5e97cc30ff6

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Job 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.

The Senior Specialist of Reconciliation, Financial Reporting, and Cash Management for the Wealth Management Clients team is responsible for leading a team of administrators, directly managing a manager, to meet service levels with a customer-focused approach. The role involves providing proactive and innovative solutions, leading medium to large projects or handling complex issues requiring broad perspective and in-depth analysis.

The role includes ensuring the delivery of operational services aligned with Service Level Agreements and KPIs, acting as a secondary escalation point, and possibly leading processes or functions with direct reports. Responsibilities also encompass workload management, prioritizing tasks, maintaining quality standards, and demonstrating expertise within the discipline.

The candidate should develop policies and procedures, advise junior professionals, and work under strict deadlines. Essential skills include excellent verbal reasoning, numeric skills, professional communication, problem-solving, and decision-making abilities.

Knowledge and Technical Skills

Required knowledge includes client money and CMAR reporting, FCA regulatory environment, proficiency in MS Office and business systems, understanding of reconciliations, and familiarity with tools like Hubwise, Bluedoor, Recon, AWD, and Autorek. Qualifications include IOC certifications or willingness to study, with a preference for candidates with 5 years of business experience in the Financial Services Industry, especially within TPA backgrounds. Knowledge of CASS 6 & 7 and CMAR regulatory requirements is also desirable.