Lead Associate (Fintech)

Location: Bristol, United Kingdom — hybrid

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, including investment and fund administration solutions.

What you will do

• Process and reconcile financial transactions accurately and in accordance with established procedures.
• Prepare and review reports, statements, and other financial documents.
• Resolve complex client inquiries and issues, escalating them when necessary.
• Train and mentor new and junior associates.
• Identify process improvement opportunities and help implement solutions.
• Maintain compliance with internal policies, industry regulations, and client service-level agreements while collaborating with internal and external stakeholders.

Requirements

• 3–5 years of experience in a financial services or operations role, preferably in the FinTech industry.
• Ability to lead and mentor junior team members.
• Strong analytical and problem-solving skills with meticulous attention to detail.
• Excellent written and verbal communication skills; English proficiency is required.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to work independently and as part of a team in a fast-paced environment.
• Ability to manage multiple priorities and meet deadlines.
• Proof of eligibility to work in the United Kingdom and successful completion of required background checks are required.

Culture & Benefits

• Hybrid work arrangement based in Bristol.
• Collaborative environment involving internal teams and external stakeholders.
• Applications are accepted on an ongoing basis until the position is filled.
• Employment offers are subject to verification of five-year employment history, proof of address, credit checks, and criminal record checks where permitted by law.
• SS&C is an equal opportunity employer and welcomes applicants from diverse backgrounds.

Hiring process

• Applications are reviewed on an ongoing basis until the role is filled.
• Accurate application information is required for the background verification process.