Associate Manager. Client Relations Specialist
About The Position
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 Client Relations Specialist Locations : Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO, Dallas, TX; Dublin, OH | Hybrid Why You Will Love It Here! Flexibility : Hybrid Work Model & a 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!
Requirements
- 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
Responsibilities
- 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
Benefits
- Flexibility : Hybrid Work Model & a 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!
- health, dental, 401k plan, tuition and professional development reimbursement plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
