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SS&C Technologies

Associate Manager, Financial Client Relations Specialist

Reposted 13 Hours Ago
Be an Early Applicant
In-Office
5 Locations
55K-120K Annually
Senior level
In-Office
5 Locations
55K-120K Annually
Senior level
This role manages relationships with financial intermediaries, ensuring quality service delivery, overseeing support activities, and collaborating with teams to enhance client satisfaction.
The summary above was generated by AI

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

Associate Manager, Financial Client Relations Specialist

Locations: Kansas City, MO; Denver, CO; Boston, MA; Braintree, MA; Waltham, MA | Hybrid

Get To Know The Team:

Client/Intermediary facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple financial intermediaries (wire-houses, TPAs, custodians) and alternative investment products. As member of this team you will be assigned intermediaries that you will manage communication between intermediaries, clients and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client satisfaction.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans 
  • Your Future: 401k Matching Program, Professional Development Reimbursement  
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays 
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave  
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employee
  • Training: Hands-On, Team-Customized, including SS&C University 
  • Extra Perks: Discounts on fitness clubs, travel and more! 

What You Will Get To Do:

  • Develops and maintains exceptional intermediary relationships.
  • Provides and oversees support and service activities for a designated intermediaries or group of intermediaries, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
  • Ensures quality service and operational performance within the parameters of program and delivery standards.
  • Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.  
  • Acts as a primary point of intermediary contact to coordinate resolution of service incidents and escalation of technical issues.
  • Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
  • Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
  • Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.

What You Will Bring:

  • Bachelor’s degree or equivalent work experience
  • 5+ 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
  • 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 tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
  • Must be willing to work on site at least 6 days/month

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

The expected base salary for the position in MA is between $65,000 USD to $115,000 USD. In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.

In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.

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

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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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Colorado: Salary range for the position: $55,000 USD to $120,000 USD.

Top Skills

3270
Chorus/Awd
JIRA
Excel
Ta2000
Word Processing

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