Associate, Client Relations Specialist
About The Position
This is an exciting opportunity in a new divisional structure within the Alt Investments Relationship Management Team that will provide resolution to daily support inquiries that are more transactional and executable in nature. As a Service Intake Associate Client Relations Specialist, you will handle daily tasks such as JIRA tickets, inbox management and review of dedicated AWD queues in addition to assisting on client events tasks as outlined in the following expectations. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
Requirements
- Bachelor’s degree or equivalent experience.
- Must have some experience in financial services, banking, reconciliation, accounting etc.
- Excel proficiency.
- Ability to communicate clearly and effectively, both verbally and in writing.
- Attention to detail and ability to trace problems to their source and see resolution through to completion.
- Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
- Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.
Responsibilities
- Support Alternative Investment clients and provide backup coverage when other team members are out
- Ownership of the daily client requests via email
- Staying compliant the AWD queues and turnaround times
- Reviewing and completing JIRA Ticket requests for daily requests received
- Research and resolve any system issues reported by customers
- Identify and execute opportunities for process improvement
- Build and maintain documentation of Service Intake Team deliverables
Benefits
- medical
- dental
- vision coverage
- a 401(k) plan with company match
- paid time off
- holidays
- parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
