Managed Services Operations Analyst

About the role

SS&C Black Diamond Trust, a leading provider of Trust accounting and Managed Services, is seeking a Managed Services Operations Analyst to join its Managed Services Team. The Managed Services team provides operations services to Managed Services Clients based on the determined roles and responsibilities of the Client. This role involves daily, monthly, quarterly, and annual operational support to the delivery of such services using the Black Diamond Trust accounting software and coordination with third-party providers.

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
• Identify and work with clients 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
• Workflow Management: 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
• Knowledge Management: 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

Qualifications

• 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 maintaining 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
• 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