Managed Services Operations Analyst

SS&C Technologies•Fort Worth, TX

1d•Hybrid

About The Position

SS&C Black Diamond Trust, a leading provider of Trust accounting and Managed Services, is seeking a candidate to join its Managed Services Team. This team delivers operational services to Managed Services Clients, adhering to their defined roles and responsibilities. The role involves providing daily, monthly, quarterly, and annual operational support using the Black Diamond Trust accounting software and coordinating with third-party providers. SS&C leverages proprietary technology and deep industry expertise to support complex financial and healthcare operations. The company's teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses. Joining SS&C offers the opportunity to work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Requirements

Experience in a deadline driven, operational environment
Superior customer service skills
Excellent analytical/problem solving capabilities
Experience learning new processes and systems quickly
Experience working with minimal supervision in a team environment
Experience writing, understanding and applying document processes
Experience creating and following a prioritized workload and maintain organization
Excellent verbal and written communication skills
Excellent computer skills, including Word, Excel, and Outlook
Experience with security processing
Experience and understanding of publicly traded securities
Experience with cash processing
Experience and understanding of funds movement processes and deadlines

Nice To Haves

Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry, Charitable Giving and Banking
Experience using InnoTrust in a Managed Services capacity
Experience with Black Diamond
Experience with Advent ACD
Experience with shadow posting
SQL knowledge

Responsibilities

Input and maintain financial and accounting data in the Black Diamond Trust accounting software per the responsibilities defined for the Managed Service Client
Interact on daily processes amongst the team
Adhere to daily, monthly, quarterly, and annual procedures for processes within Managed Services
Ensure that financial transactions are balanced and documented according to policies and procedures
Processing, review and oversight of cash and security activity, including trade settlement, corporate actions, cash movement and shadow posting
Meet and ensure daily deadlines are met for processing and reconciliation
Interact on operational activity with each Client
Identify and work with client for reconciliation outages
Research, document, and handle client reported issues, provide user support to Clients and log Clients requests for services as needed to a timely resolution
Build, maintain, and foster positive and growing relationship with Clients
Work closely with Client Relationship Team to understand issues and assist in resolution
Demonstrate relentless focus on accurate and timely processing
Understand Client issues and concerns and escalate as appropriate
Build, maintain, and foster positive and growing relationships with all departments of SS&C | Black Diamond Trust, and with vendors
Demonstrate focus on client operational needs
Communicate effectively and professionally
Actively manage assigned work and assist with assigned work of others as needed
Actively manage issues for resolution, assist teammates with issues or escalate as appropriate
Actively manage workload to support teammates
Take a proactive approach to learning, document and share lessons learned
Use established policies and procedures to process within guidelines and identify areas of improvement or efficiencies
Be a subject matter expert on team tasks