Senior Specialist Wealth- PA24HWCQ4002

TN United Kingdom; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is looking for a Senior Specialist in Reconciliation and Financial Reporting. This pivotal role involves leading a team to deliver operational services aligned with service level agreements while providing innovative solutions to complex issues. The ideal candidate will have extensive experience in the Financial Services sector, with a strong grasp of regulatory requirements and excellent problem-solving skills. Join a dynamic team where your expertise will directly impact client satisfaction and operational excellence, all within a collaborative and fast-paced environment.

Qualifications

• 5+ years of experience in Financial Services with a focus on reconciliations.
• Knowledge of CASS 6 & 7, and CMAR regulatory requirements.

Responsibilities

• Lead a team in Reconciliation and Financial Reporting for Wealth Management Clients.
• Manage workload and prioritize tasks to meet service levels and deadlines.

Skills

Reconciliation

Financial Reporting

Cash Management

Problem-solving

Decision-making

Client Money Reporting

FCA Regulatory Knowledge

Excellent Verbal Communication

Numeric Skills

Education

IOC Certifications

Tools

Hubwise

Bluedoor

Recon

AWD

Autorek

MS Office

Job description

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Senior Specialist Wealth- PA24HWCQ4002, London

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Client:

SS&C Technologies Holdings

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

b7f5e8837e61

Job Views:

5

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.

We are seeking a Senior Specialist in Reconciliation, Financial Reporting, and Cash Management operations for Wealth Management Clients.

This role leads a team of administrators, directly managing a manager to meet service levels with a customer-focused approach.

You will provide proactive and innovative solutions to customers and handle complex or high-profile issues requiring broad perspective, conceptual thinking, and in-depth analysis.

You will be responsible for delivering operational services in line with Service Level Agreements and KPIs, acting as a secondary escalation point, and potentially leading processes or functions with direct reports.

Key responsibilities include managing workload and work queues, prioritizing tasks to meet deadlines and quality standards, demonstrating expertise within your discipline, developing policies and procedures, and advising junior professionals.

You should be well-organized, methodical, and experienced in working under strict deadlines, with excellent verbal reasoning and numeric skills. Professional communication, problem-solving, and decision-making skills are essential.

Knowledge and Technical Skills

Required knowledge includes client money and CMAR reporting, FCA regulatory environment, and familiarity with systems such as Hubwise, Bluedoor, Recon, AWD, and Autorek. Good keyboard skills and proficiency with MS Office are necessary.

Minimum of 5 years of business experience within the Financial Services Industry, with a good understanding of reconciliations. Desirable qualifications include IOC certifications and willingness to study further. Knowledge of CASS 6 & 7, and CMAR regulatory requirements is also important.