SS&C Technologies

Associate Manager. Client Relations Specialist

SS&C Technologies$55K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree and 3+ years of client-facing experience, preferably in financial services or transfer agency.
  • Excellent written and verbal communication skills.
  • Strong project management abilities.
  • Problem-solving and numerical reasoning skills with ability to analyze data.
  • Motivated, self-starting individual who can thrive in a fast-paced team environment.
  • Effective time management and organizational skills.
  • Proficient in business productivity tools (e.g., Excel, JIRA).

Responsibilities

  • Establish and lead collaborative relationships with customers.
  • Communicate with customers through calls, emails, and face-to-face meetings.
  • Educate customers on implementing products and services.
  • Analyze customer needs and recommend innovative solutions.
  • Research and resolve reported system issues for customers.
  • Mentor less experienced associates and lead projects.
  • Prepare status reports and ensure contractual obligations are met.

Benefits

  • Hybrid work model with a business casual dress code.
  • 401k matching program and professional development reimbursement.
  • Flexible personal/vacation time off and paid holidays.
  • Comprehensive medical, dental, and vision benefits.
  • Employee assistance program and parental leave.
  • Hands-on training through SS&C University.
  • Discounts on fitness clubs and travel.
Full Job Description
Job Description Associate Manager Client Relations Specialist Locations: Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO, Dallas, TX; Dublin, OH (hybrid) How You Will Make an Impact   
  • Establish & lead collaborative relationships between customers and the SS&C organization
  • Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
  • Educate customers on implementing our products and services
  • Analyze, anticipate, and identify customer needs and recommend innovative solutions
  • Complete system change requests
  • Research and resolve any system issues reported by customers
  • Leverage extensive in-house training programs for industry knowledge and product expertise
  • Mentor & lead less experienced associates
  • Establish work priorities, plan projects, and ensure timelines are met
  • Prepare status reports for customers
  • Coordinate face-to-face meetings with customers onsite and at their location
  • Ensure contractual obligations are achieved
  • Assist with budgeting, billing, and contract administration
  • Assist in onboarding new customers as they transition to SS&C's industry leading solutions
Required Experience  
  • Bachelor’s degree and 3+ years of client facing work-related experience required ideally in financial services, with a preference for experience in transfer agency.
  • Excellent written and verbal communication skills
  • Strong project management skills
  • Problem solving and numerical reasoning skills; ability to analyze data and take action
  • Career oriented, highly motivated, and self-starting individual
  • Ability to work in a fast paced, team environment
  • Efficient time management with strong organizational skills
  • Ability to quickly learn and adapt to new systems, processes, plans, and programs
  • Proficiency in use of business productive tools such as word processing, spreadsheets, data management, project management, and presentations
  • Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

 

 

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between $55,000 USD to $120,000 USD. Illinois: The expected base salary for the position is between $55,000 USD to $100,000 USD. Massachusetts: The expected base salary for the position is between $55,000 USD to $110,000 USD.

 

 

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion. 

 

 

 

Applications will be accepted on an ongoing basis until the position is filled.

 

 

About SS&C Technologies

SS&C Technologies is a provider of software products and software-enabled services to the financial services industry. The company's products and services are used by various financial institutions, including banks, hedge funds, private equity firms, and insurance companies. SS&C operates in three business segments: Institutional and Investment Management, Alternative Asset Management, and Insurance and Financial Services. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
Learn more about SS&C Technologies
Size
24,900 employees
Market Cap
$13.1 billion
Industry
Net Income
$625.2 million
Founded
1986
5 Year Trend
+27.8%
Revenue
$4.6 billion
NASDAQ

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