Associate Manager, Client Relationship Management

SS&C•Kansas City, MO

7d•Hybrid

About The Position

The Associate Manager will join SS&C’s Alternative Investments Management Team in a supervisory capacity. The role oversees a team responsible for control reporting and the daily reconciliation of purchase activity between wirehouses and fund sponsors. A key focus is ensuring purchase trading activity received at admit time accurately matches wirehouse sales logs, with discrepancies identified, researched, and resolved promptly. The position provides day-to-day leadership, monitors workflow and control processes, oversees JIRA ticket and shared inbox management, and ensures accuracy, timeliness, and consistency in operational execution. The Associate Manager also drives accountability, strengthens reconciliation controls, and identifies opportunities to improve processes and team performance. The role supports Alternative Investment clients and provides backup coverage when team members are absent, while collaborating with wirehouses, fund sponsors, and internal teams to resolve discrepancies. SS&C describes its work as combining proprietary technology with industry expertise to support financial services and healthcare operations. The role offers exposure to operational challenges and enterprise environments. The position is hybrid in Kansas City, Missouri.

Requirements

Bachelor’s degree or equivalent experience.
At least 3 years of client-facing work-related experience in financial services, banking, reconciliation, accounting, or a similar field.
Proficiency in Excel.
Strong written and verbal communication skills.
Skills in operations, problem-solving, and data analysis.
Self-motivated and career-focused.
Ability to work well in fast-paced, team environments.
Strong organization and time-management skills.
Ability to learn new systems and processes quickly.

Nice To Haves

At least 3 years of leadership experience is highly desirable.
Experience with service tools such as Word, JIRA, Chorus/AWD, TA2000, or 3270.

Responsibilities

Support Alternative Investment clients and provide backup coverage when other team members are out.
Oversee daily reconciliation to ensure purchase and sales trading activity at admit time matches wirehouse sales logs.
Maintain strong controls through accurate reporting and timely identification of discrepancies.
Oversee investigation, escalation, and resolution of reconciliation breaks.
Manage daily workflows, priorities, and operational deadlines to lead team performance.
Oversee JIRA tickets and shared inbox activity to ensure timely follow-up on outstanding items.
Identify recurring issues and opportunities to improve accuracy and efficiency.
Collaborate with wirehouses, fund sponsors, and internal teams to resolve discrepancies.
Provide day-to-day leadership and monitor workflow and control processes.