Full-Time

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Client Audit and Oversight Manager

Posted on 5/6/2025

SS&C

SS&C

10,001+ employees

Cloud-based financial services technology solutions

No salary listed

Senior

Company Does Not Provide H1B Sponsorship

Essex, UK

Category
Financial Consulting
Consulting
Required Skills
Business Strategy
Requirements
  • Strong organisation skills with the ability to manage multiple concurrent requests.
  • Proven ability in managing multiple internal contributors to ensure alignment.
  • Knowledge of Financial Services regulatory environment.
  • A good understanding of the client service model, business strategy, structure and product offering.
  • Excellent Communication Skills (Essential).
  • Good analytical skills (Essential).
  • Good verbal reasoning and numeric skills (Essential).
  • Experience in Financial Services Investment Industry.
  • Good keyboard skills, competent in the use of M Office packages.
  • IOC or equivalent, or commitment to study for IAQ or equivalent.
  • Industry operational experience.
Responsibilities
  • Primary contact point for day-to-day requests raised by the Client and internal contacts.
  • Maintain visits and requests logs.
  • Support co-ordination with internal business areas to ensure awareness of visit and oversight arrangements.
  • Proactive liaison with all administration areas to ensure service is delivered within SLA and quality is measured within KPIs.
  • Liaison with heads of internal business areas to ensure provision of quality service.
  • Following receipt of client's operational oversight requirements, look for opportunities to manage economies of scale.
  • Keep up to date with our clients' relationship and any issues arising beyond oversight.
  • Formulate and produce programme details, agenda and key actions.
  • Input to the reporting suite to reflect the results and key learnings.
  • Highlight through the reporting suite all oversight service failings.
  • Produce post visit reports and action within agreed service levels.
  • Assist in the production of monthly MI report for sign off.
  • Manage content ensuring it is updated and accurate.
  • Hit key SLA's in delivering relevant information to client contacts in a timely manner and in an appropriate format.
  • Ensure all internal operational/IT counterparts provide the necessary inputs for the client.
  • Organise oversight meetings & conference calls.
  • Support the Chair within the meetings (where appropriate relative to meeting attendees).
  • Ensure all internal divisions are prepared and ready for oversight visits through internal review meetings.
  • Ensure minutes are issued within 48 hours.
  • Work with CSM team to ensure oversight re-charges are approved in a timely manner.
  • Assist CSM team with any disputed invoices between SS&C and client.

SS&C Technologies provides cloud-based technology solutions specifically for financial services, focusing on investment and asset management firms. Their software and services help clients streamline operations, cut costs, and enhance efficiency. SS&C's offerings cater to a variety of clients, including wealth managers and property management organizations, enabling them to manage portfolios and investments more effectively. The company operates on a subscription model, generating revenue through recurring fees for its software-as-a-service (SaaS) products. By automating and optimizing back-office operations, SS&C allows financial institutions to concentrate on their primary business activities. With a strong history of growth, SS&C continuously expands its product range to adapt to the changing demands of the financial services sector.

Company Size

10,001+

Company Stage

IPO

Headquarters

Windsor, Connecticut

Founded

1986

Simplify Jobs

Simplify's Take

What believers are saying

  • SS&C's expansion into the Middle East opens new market opportunities.
  • Growing demand for ESG reporting solutions aligns with SS&C's service offerings.
  • The rise of DeFi encourages SS&C to integrate blockchain, enhancing competitiveness.

What critics are saying

  • Emerging fintech startups may erode SS&C's market share with lower-cost solutions.
  • Rapid AI advancements could outpace SS&C's integration capabilities, risking obsolescence.
  • Geopolitical tensions in expansion regions like the Middle East may disrupt operations.

What makes SS&C unique

  • SS&C offers comprehensive cloud-based solutions for financial services firms.
  • The company provides specialized services for investment and asset management sectors.
  • SS&C's subscription-based model ensures consistent revenue through SaaS offerings.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Hybrid Work Options

Professional Development Budget

Company News

Kalkine
May 1st, 2025
REI Super Selects SS&C For Superannuation Administration

REI Super selects SS&C for superannuation administration.

Silicon Canals
Apr 28th, 2025
Ss&C Announces 2025 Ss&C Deliver Emea Conference

WINDSOR, Conn.–(BUSINESS WIRE)–SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the return of its flagship EMEA event, SS&C Deliver, taking place May 13-14, 2025, at the Fairmont Windsor Park, just outside London. With the theme “Delivering the Future,” the exclusive, invitation-only conference will convene over 200 senior leaders from across financial services to explore the technologies, strategies, and insights shaping the future of global investment management.Structured around four key tracks—Alternatives, Wealth Management, Asset Management, and Intelligent Automation—the event will feature expert-led sessions, peer exchanges, and an immersive technology showcase. Attendees will gain first-hand insights into the latest innovations in enterprise agentic AI, personalization at scale, and the operational infrastructure needed to thrive amid geopolitical uncertainty and ongoing industry transformation.This year’s keynote lineup includes:Mark FitzPatrick , CEO of St. James’s Place, CEO of St. James’s Place Francesco Vanni d’Archirafi , Chairman of Euroclear Holding and Euroclear SA/NV, Chairman of Euroclear Holding and Euroclear SA/NV Jon Robyns, award-winning West End performer and writerFitzPatrick and Vanni d’Archirafi will offer perspectives on organizational transformation, market dynamics and global trends, while Robyns will share lessons on leadership, collaboration, and resilience drawn from the world of theater.“As the needs of the financial services industry evolve, SS&C is committed to being a steadfast partner in the industry’s development,” said Bill Stone, Chairman and CEO of SS&C

PR Newswire
Apr 23rd, 2025
Aquilius Investment Partners Chooses Ssc For Fund Administration

Appointment advances SS&C's growth strategy in Asia-Pacific Private MarketsWINDSOR, Conn., April 23, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Aquilius Investment Partners, a Singapore-based investment manager dedicated to the secondaries market in the Asia Pacific region, has selected SS&C GlobeOp as a fund administrator. The appointment underscores SS&C's growing footprint in Asia and continued investment in servicing sophisticated private market clients."Aquilius was purposefully designed with the vision to provide more liquidity for investors in Asia's complex and growing private capital markets. We believe that our strong partnership mindset, our deep knowledge of the local operating landscape, and our ability to execute with speed and certainty set us apart from others in the marketplace," said Bastian Wolff, Co-Founder and Partner of Aquilius. "As we embarked on the next stage of growth for our firm, we needed a fund administrator well-versed in complex secondaries strategies and serving the needs of global investors. SS&C's cutting-edge technology, hands-on support and deep private markets expertise make it an ideal partner to support our operations."Founded by Bastian Wolff and Christian Keiber, Aquilius is a specialized provider of secondaries solutions in Asia Pacific

PR Newswire
Apr 11th, 2025
Ssc Globeop Hedge Fund Performance Index And Capital Movement Index

SSC GlobeOp Hedge Fund Performance Index: March performance -1.61%; Capital Movement Index:  April net flows advance 0.24%. WINDSOR, Conn., April 11, 2025 /PRNewswire/ -- SSC Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the gross return of the SSC GlobeOp Hedge Fund Performance Index for March 2025 measured -1.61%. Hedge fund flows as measured by the SSC GlobeOp Capital Movement Index advanced 0.24% in April

Benzinga
Apr 7th, 2025
SS&C Expands Into Middle East With New Saudi Arabia Office

SS&C expands into Middle East with new Saudi Arabia office.

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