Lead Associate (Financial Services)

Location: Bristol, UK — 10 Victoria

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, with offices worldwide.

What you will do

• Conduct quality checks on processed work, identify errors, and support accuracy and compliance.
• Develop and implement process improvements that increase operational efficiency and improve client experience.
• Collaborate with compliance, technology, and client services teams to resolve issues and improve cross-functional processes.
• Maintain knowledge of Hubwise products, services, and operational procedures.
• Prepare management reports and statistical analyses of team performance.
• Ensure team compliance with regulations, internal policies, and data protection guidelines.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field, or equivalent practical experience.
• 3–5 years of experience in financial services operations, preferably in platform or investment administration.
• Experience in team leadership or supervision, including motivating and developing team members.
• Strong understanding of financial products, investment instruments, and regulatory requirements such as FCA rules.
• Strong analytical, problem-solving, communication, prioritization, and attention-to-detail skills.
• Proficiency with Microsoft Office Suite and financial services software.

Culture & Benefits

• Full-time employment in an office-based Bristol role.
• Work focused on client service excellence, operational integrity, regulatory compliance, and data protection.
• Applications are accepted on an ongoing basis until the position is filled.