Client Liaison Lead Specialist
Location: Basildon - Hybrid working is on offer.
Get To Know Us:
SS&C Hubwise is a market leading digital investment platform, offering Wealth Managers the ability to offer mainstream products and instruments alongside a market leading solution, purpose built by in-house development experts. It offers a modern, scalable, CASS focused, highly integrated and incredibly flexible solution with straight-through-processing and automation capabilities.
SS&C Hubwise is also a part of the global SS&C group of companies. We are the world’s largest transfer agency, with 20,000 clients around the world, 27,000 staff and $45 trillion running on our technology across our group. Investment operations, which is what platforms are all about, is what we do and we do it well. We do not own advice firms or provide asset management solutions; we are an independent technology and service company agnostic of the investment proposition.
Why You Will Love It Here!
· Flexibility: Hybrid work model
· Your Future: Professional development reimbursement, including access to SS&C University
· Work/Life Balance: Competitive holiday scheme
· Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
· Diversity & Inclusion: Committed to welcoming, celebrating and thriving on diversity
· Training: Hands-on and customised throughout your career


What You Will Get To Do:


We are currently recruiting a Client Liaison Lead Specialist to work closely with the SS&C Hubwise leadership team and support our platform service. With a focus on the client, We are looking for a dynamic individual with a good understanding of the Wealth Management sector and the related investment products and wrappers.
The key duties of the role are to:
· Manage all client-facing collateral, including Terms & Conditions, Key Feature Documents and Knowledge Base
· Be accountable for client communication in respect of solution enhancements, regulatory requirements and incidents
· Manage our Discretionary Fund Manager (DFM) partnerships including oversight of legal documentation, firm onboarding and managing the ongoing service reviews
· Deliver on allocated Projects to support the business strategic objectives
· Act as SME and represent the business on a range of activities, from large strategic programmes to smaller platform/process related enhancements
· Champion Consumer Duty across all business activities


What You Will Bring:


· Excellent communication and interpersonal skills (both written & verbal comms)
· Excellent people skills and strong collaborator
· Great team-player with the ability to influence
· Ability to multitask and prioritise to meet deadlines
· Self-starter with a keen eye for detail
· Good understanding of business functions (HR, Finance etc)
· The ability to make decisions and solve problems
· An understanding of the Wealth and Advisor propositions and related investment products/wrappers
· MS Office proficiency
· Experience of reporting to Senor Management level (desired)
· A good understanding of the asset and wealth management business (desired)
· Proven experience as a Service Delivery/Supplier/Relationship Manager (desired)


We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It is important to us that we strive to have a workforce that is diverse in the widest sense.


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