Description
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
About SS&C Technologies
SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles.
Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing, including contact centre, using digital services.
Medical Risk Assessment: Evaluate clients' medical information to determine life expectancy and insurability, which directly impacts the discount applied to DGPs.
Underwriting Decisions: Make accurate, fair, and timely underwriting decisions within agreed authority limits, balancing commercial risk and client outcomes.
Discount Calculations: Collaborate with actuarial and technical teams to calculate the present value of retained rights for DGPs, based on life expectancy, investment assumptions, and HMRC guidelines
Client & Adviser Support: Provide technical underwriting support to financial advisers, trustees, and internal stakeholders regarding DGP structures and medical underwriting requirements.
Compliance & Documentation: Ensure all underwriting decisions and processes comply with FCA regulations, HMRC expectations, and internal governance standards.
Continuous Improvement: Contribute to the development of underwriting philosophy, rules engines, and process enhancements to improve efficiency and accuracy.
Your Experience
Customer-focused.
Follow detailed work instructions and works under close supervision.
The ability to be a team player
Have a keen eye for detail and enjoy working with data
Good keyboard skills and familiar with Microsoft word and excel
Organisation and time management skills to prioritise workloads
Analytical, problem solving and decision-making skills
Communication and mathematical reasoning skills
Minimal related experience.
EEO Statement / Non-agency Disclosure
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of 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.
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.
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.
Apply on company website
Find Connections via Linkedin
