As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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.
Job Description
Get To Know Us:
SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.
Why You Will Love It Here!
Flexibility: Hybrid Work Model
Your Future: Income Protection Insurance
Work/Life Balance: Flexible Time Off
Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Training: Hands-On, Team-Customised, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
This role is responsible for strengthening both client relationships and internal team capabilities through education, documentation, and process enablement. The successful candidate will work closely with clients to understand their business rules, processes, and service expectations, and translate these into clear documentation and internal workflows. They will uplift internal knowledge, enhance operational readiness, and ensure consistent, informed service delivery. Acting as the bridge between client needs and internal execution, this position plays a key role in driving alignment, improving client experience, and supporting operational excellence.
Partner with clients to understand operational requirements, business rules, and service expectations.
Develop, maintain, and update client-specific documentation, process guides, FAQs, and training materials.
Act as the primary liaison between clients and internal teams to ensure clarity and alignment on service delivery.
Deliver onboarding and educational sessions to clients, empowering self-service and understanding of systems and processes.
Translate SLAs and business rules into internal procedures, ensuring consistent application across teams and systems.
Identify and implement process improvements to enhance efficiency, reduce complexity, and improve client experience.
Support onboarding of new team members with tailored training modules and reference materials.
Collaborate with People & Culture and team leads to ensure induction content is relevant and effective.
Maintain confidentiality and uphold regulatory and governance standards in all client materials and processes.
Ensure audit readiness through a well-organised library of client documentation and internal process guides.
Communicate complex information clearly to both clients and internal stakeholders, influencing adoption of best practices.
Work cross-functionally to align client expectations with internal capabilities and support business initiatives.
What You Will Bring:
Builds trust with clients through professional, transparent communication.
Understands client business models, operational processes, and industry context.
Strong communication and stakeholder engagement with a client-first mindset.
Translates complex processes into clear, user-friendly documentation.
Works directly with clients to gather and document business requirements.
Highly organised, detail-oriented, and focused on continuous improvement.
5+ years’ experience in financial services, with exposure to client enablement, operations, or training.
Familiarity with knowledge management systems and training platforms is a plus.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
