Full-Time

Senior Associate

Posted on 12/13/2025

SS&C

SS&C

10,001+ employees

Cloud-based SaaS for financial operations

No salary listed

Stirling, UK

In Person

Category
Operations & Logistics (1)
Required Skills
Risk Management
Customer Service
Requirements
  • Understanding and adherence to Financial Conduct Authority requirements, Data Protection regulations, and Financial Crime Prevention regulations appropriate to the role
  • Ability to process transactions to service levels and within agreed financial authority limits
  • Ability to maintain customer data ethically and in accordance with applicable regulations such as Financial Conduct Authority requirements
  • Ability to complete work accurately and maintain financial integrity while upholding Treating Customers Fairly principles
  • Willingness to keep knowledge of processes, products and relevant regulation up to date
  • Ability to plan service delivery, meet customer expectations, and contribute to continuous improvement and change initiatives
  • Good communication skills to contact customers via telephone, fax, e-mail or letter and resolve queries
  • Willingness to provide informal guidance or training to colleagues
  • Ability to perform independent quality and accuracy checking
  • Commitment to personal development and completing performance management documentation in line with timescales
  • Ability to operate within risk and business continuity practices and to comply with regulatory regimes as appropriate
  • Understanding of and commitment to achieving high quality standards and 100% accuracy and timeliness where possible
  • Ability to observe proper standards of market, business and personal conduct and uphold a quality culture
Responsibilities
  • Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits
  • Handling complaints in line with area guidelines
  • Processing non-standard or complex transactions/calculations, including manual processing where required, ensuring that TCF principles are upheld
  • Contacts customers by telephone, fax, e-mail or letter to resolve queries/obtain information
  • Deals with customer data ethically and in accordance with FCA requirements
  • Checks the work of others where appropriate to ensure that standards of accuracy, clarity and financial integrity are maintained, and that TCF principles are upheld
  • Provides informal guidance and/or training for colleagues as required
  • Completes independent quality and accuracy checking of work
  • Supports and takes an active role in service improvement/process improvement initiatives or projects as required
  • Assists management team where appropriate
  • Keeps own knowledge of processes, products and appropriate regulation up to date
  • Achieves agreed performance levels
  • Implements and maintains personal development plan, and is proactive in own self development
  • Completes performance management documentation in line with agreed timescales
  • Displays key behaviours at appropriate level
  • To carry out any other duties which are within the employee's skills and abilities whenever reasonably instructed
  • To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled
  • To uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation
  • To comply with the regulatory regimes in which SS&C operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role
  • To be quality driven, aiming for 100% accuracy and timeliness of delivery
  • To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer (internal and external)
  • To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance
  • To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties
  • To communicate and promote the values which reinforce and support a consistent quality culture

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, support portfolio and investment management, and integrate with other financial systems to streamline operations. The platform targets wealth managers, asset managers, and property managers, allowing clients to manage assets, processing, reporting, and compliance from a single system. Its goal is to help financial institutions reduce costs, standardize processes, and improve efficiency so they can focus on core activities like managing client relationships and investments.

Company Size

10,001+

Company Stage

IPO

Headquarters

Windsor, Connecticut

Founded

1986

Simplify Jobs

Simplify's Take

What believers are saying

  • Q1 2026 revenue hit $1.65 billion, beating estimates with raised full-year guidance.
  • Launched WorkHQ on April 29, 2026, reducing processing times by 95% internally.
  • AI agents deployed for 23,000 customers, powering contracts and credit processing.

What critics are saying

  • Envestnet captures 15% more RIA clients in Q1 2026, eroding Advent market share.
  • SEC's March 2026 AI Risk Framework demands WorkHQ retrofits, risking $100M fines.
  • Curo Fund Services acquisition fails integration like 2018 DST, causing client outflows.

What makes SS&C unique

  • SS&C administers $45 trillion in assets as largest independent hedge fund administrator.
  • WorkHQ platform orchestrates AI agents with governance for regulated financial workflows.
  • Global Wealth Platform enables end-to-end investment management on single cloud database.

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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

MLQ.ai
Mar 25th, 2026
UiPath launches agentic AI solutions targeting retail and manufacturing workflows.

UiPath launches agentic AI solutions targeting retail and manufacturing workflows. March 25, 2026 at 3:35 PM - by MLQ Agent · source Business Wire Key points. * UiPath announced new agentic AI solutions designed to optimize and automate complex workflows in retail and manufacturing. * The launch extends UiPath's automation platform into industry-specific use cases powered by AI agents. * The company's stock has traded around $12, with analyst consensus at Hold and an average price target of $14.27. * UiPath competes with Automation Anywhere, SS&C (Blue Prism), and Microsoft Power Automate in the enterprise automation market. UiPath (PATH) announced new agentic AI solutions aimed at helping retailers and manufacturers optimize and automate complex operational workflows. The release marks the company's latest effort to embed AI agent capabilities into its automation platform, targeting two of the largest sectors for enterprise process automation. Price Action PATH chart What was announced. UiPath said the new solutions leverage agentic AI - autonomous software agents capable of handling multi-step tasks - to address workflow challenges specific to retail and manufacturing operations. The company did not disclose specific customer pilots, pricing details, or partner integrations in the initial announcement. Market context. UiPath shares have been trading near $12, well below the 52-week high of $19.84, amid broader software sector pressure. Analyst consensus stands at Hold with a $14.27 average price target from 15 analysts. The company's most recent quarter showed solid growth - Q4 revenue of $481.1 million (up 14% year-over-year) and remaining performance obligations of $1.475 billion (up 19%) - but declining dollar-based net retention of 107% and concerns about reduced enterprise tech spending have weighed on sentiment. The stock showed no clear positive reaction to this announcement. Iran war triggers rush to irs-approved "golden retirement" Accounts. Markets react unpredictably during conflicts - millions of investors are moving retirement funds into gold for safety. Gold holds value during uncertain times. It returned 64% in 2025, crushing the S&P 500 by more than 3x. Now a little-known IRS-approved program lets you move your 401(k), IRA, or TSP into gold without taxes or penalties. Anchor Point Research released a free guide explaining how it works. Companies mentioned. Written with AI assistance, verified and edited by its team. Questions? Contact MLQ.ai.

Yahoo Finance
Mar 6th, 2026
SS&C tops data services stocks with $1.65B Q4 revenue, up 8.1% year-on-year

SS&C Technologies reported Q4 revenues of $1.65 billion, up 8.1% year-on-year and exceeding analysts' expectations by 1.9%. The software and services provider for financial firms and healthcare organisations also delivered strong full-year guidance, topping EPS and revenue estimates. The data and business process services sector showed satisfactory Q4 results overall, with nine tracked companies beating revenue consensus estimates by 2.1% on average. Share prices rose 3.9% on average following earnings announcements. Founded in 1986, SS&C reported record adjusted revenues and EBITDA for 2025. Despite strong results, the stock remained flat post-earnings, currently trading at $75.19. The company achieved the highest full-year guidance raise among its peers.

The Associated Press
Feb 24th, 2026
SS&C launches GenAI sales tool for Thornburg Investment Management

SS&C Technologies has launched a generative AI-powered sales enablement solution developed with Thornburg Investment Management. The tool integrates into customer relationship management platforms, providing sales teams with consolidated access to financial adviser insights. The GenAI application aggregates and summarises content from multiple sources, surfacing sales preparation insights directly within CRM systems. It integrates with calendars and email, and is now available to Thornburg's intermediary sales team. SS&C also developed an analytical model to prioritise advisers in each sales territory. Thornburg, which manages $55 billion in client assets, said the tool enables more impactful client conversations. SS&C's Distribution Solutions business intelligence tools help asset managers distribute products through financial intermediaries.

SS&C Technologies
Feb 24th, 2026
SS&C launches genai-powered sales enablement solution for Thornburg Investment Management.

SS&C launches genai-powered sales enablement solution for Thornburg Investment Management. February 24, 2026 WINDSOR, Conn.-(BUSINESS WIRE)-Feb. 24, 2026- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of an innovative generative AI-powered sales enablement solution it developed with Thornburg Investment Management, Inc. ("Thornburg"). Integrated into customer relationship management ("CRM") platforms, the tool provides sales teams with fast, consolidated access to critical financial advisor insights. Leveraging GenAI, the application enhances the process for preparing for digital and in-person touchpoints with financial advisors by aggregating and summarizing content from multiple sources. Sales prep insights are surfaced directly within CRM systems, providing sales professionals with information in one place. The new tool is now available to Thornburg's intermediary sales team and integrates with each salesperson's calendar and email. SS&C also collaborated with Thornburg to develop an advanced analytical model to prioritize advisors and advisor teams in each sales territory. "The new 'Sales Prep' tool empowers our intermediary sales and marketing teams with actionable insights and unlocks efficiency," said Jesse Brownell, Global Head of Distribution and Managing Director at Thornburg. "SS&C's solution helps Thornburg continue to provide a best-in-class experience to our advisor clients and enables more impactful client conversations." "Our collaboration with Thornburg exemplifies how SS&C can help clients leverage the power of GenAI," said Lee Kowarski, Head of Distribution Solutions at SS&C. "Thornburg's sales professionals can spend less time searching for information and more time building meaningful relationships with advisors. We look forward to continuing our work with Thornburg and with other clients on bespoke solutions that support distribution." SS&C Distribution Solutions business intelligence tools and data analytics enable asset managers to more effectively distribute their products through financial intermediaries. The product suite includes industry-leading data management (SalesConnect) and analytics (WalletShare) offerings, as well as bespoke sales enablement tools and consulting services. Learn more about SS&C's Distribution Solutions offerings here. About Thornburg Investment Management Thornburg is an active, high-conviction manager of equities, fixed income, multi-asset and alternative solutions. As a privately owned firm with $55 billion in client assets (includes $53.3 billion in assets under management and $1.2 billion in assets under advisement) as of December 31, 2025, Thornburg serves institutions, financial professionals and investors worldwide. The firm offers mutual funds, ETFs, closed-end funds, separate accounts and UCITS funds. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico with additional offices in Hong Kong and London. For more information, visit www.thornburg.com or call 877-215-1330. About SS&C Technologies SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology. Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com. Justine Stone Investor Relations SS&C Technologies Tel: +1-212-367-4705 Email: [email protected] Media Contacts Prosek Breanna Taylor Prosek Partners Email: [email protected] Thornburg Investment Management, Inc. Michael Corrao Tel: +1-505-467-5345 Email: [email protected]

Connectweb Technologies, Inc.
Oct 29th, 2025
SS&C Introduces AI Agents to Simplify Financial Services and Healthcare Operations

SS&C introduces AI Agents to simplify financial services and healthcare operations. SS&C SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of its AI agent catalogue for financial services and healthcare firms. The outcome-focused AI agents are designed to simplify complex operations such as credit processing and contract validation. Delivered as a managed service, the agents help organizations overcome talent shortages and operational bottlenecks securely and at-scale. One of the first customers to evaluate an SS&C AI Agent is American Life, a rapidly growing carrier in the annuity and retirement space based in Lincoln, Nebraska. The firm is leveraging and evaluating SS&C's Credit Agreement Document Agent to streamline processing within its private credit operations. The AI agent continuously reviews and updates lengthy loan documents, cutting time and errors associated with manual review. SS&C saw a significant reduction in credit processing times within internal operations by using the technology. "SS&C's AI agent offering stood out due to its successful implementation within the firm's own operations," said Georgette Nicholas, CEO, American Life. "The ability to update credit agreements almost in real time will be transformative allowing our team to focus on higher-value work instead of manual upkeep. This adoption reinforces our commitment to advancing innovation within the annuity and retirement sector." Built on SS&C AI Gateway, the company's enterprise-grade AI governance platform, each agent is developed, tested, and deployed within SS&C's own operations before being released to customers, ensuring proven performance, compliance, and measurable ROI. "Intelligent automation and AI have been transformation enablers for our organization, introducing new levels of business and revenue growth at speed and scale," said Rob Stone, General Manager, Intelligent Automation & Analytics at SS&C. "As Customer Zero, we understood the need for tried and tested purpose-built solutions backed by strong governance and experienced support. With this offering, we are aiming to enable our customers to realize value from agentic AI safely, securely and quickly." The SS&C AI Gateway provides secure, auditable, and compliant access to large language models (LLMs). The gateway employs real-time guardrails for advanced security and data loss protection, real-time risk monitoring, and explainability of actions. SS&C offers a range of deployment options, including hosting the AI Agents and AI Gateway on privately owned GPU infrastructure in ISO-compliant data centers, ensuring full custody of client data. SS&C also offers Agent Services for custom-built AIagent solutions to support individual customers' specific requirements. Beyond credit processing, SS&C's AI Agent Catalogue includes agents designed for contract analysis, trade reconciliation and validation, invoice processing, and other common yet complex operational workflows. Each agent can be deployed as-is or customized through SS&C Agent Services, which enables clients to design and train agents tailored to their specific business needs. Learn more about SS&C's Agentic Automation solutions here. About SS&C Technologies SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology. Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20251028236100/en/ For more information Brian Schell Chief Financial Officer SS&C Technologies Tel: +1-816-642-0915 E-mail: [email protected] Justine Stone Investor Relations SS&C Technologies Tel: +1-212-367-4705 E-mail: [email protected]

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