Associate Client Relations Specialist
About The Position
As an Associate Client Relations Specialist, you will be a key part of our new hybrid team, combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery. As member of this team, you will be assigned clients that you will handle specialized processing and escalated items for. You will have extensive direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely. This position is an excellent opportunity to gain exposure and knowledge within the client relations and financial services sectors while developing expertise in Alternative Investments. We anticipate this team will continue to grow and the knowledge learned in this role will enable you to be successful in higher levels within our organization.
Requirements
- Bachelor’s degree or equivalent work experience
- 1-2 years of experience working in client facing role ideally with intermediaries within financial services, with a preference for experience in transfer agency.
- Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients.
- Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company.
- Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance.
- Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction.
- Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided).
- Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks.
- A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies.
- 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.
Responsibilities
- Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries.
- Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
- Investigate and resolve complex client issues, offering clear and concise solutions.
- Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
- Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
- Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
- Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs.
- Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
- Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning.
Benefits
- 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 Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
