Client Relations Specialist
About The Position
The Client Relations Specialist builds and maintains client relationships and serves as a primary point of contact for day-to-day service and operational needs. The role coordinates client support, monitors service delivery against quality standards and service-level commitments, and develops an understanding of clients’ operations, products, and systems to anticipate needs and provide proactive solutions. Working with technical, operational, sales, and support teams, the specialist troubleshoots issues, coordinates resolutions and escalations, communicates updates, and identifies ways to improve service delivery and the client experience. The role also supports client-related projects and initiatives, addresses moderately complex issues, and maintains accurate records of client interactions and service activities.
Requirements
- Bachelor’s degree, or high school diploma/equivalent with at least 2 years of related experience.
- Strong client service and relationship management skills and a commitment to exceptional customer experiences.
- Excellent verbal and written communication skills for professional interactions with clients and internal stakeholders.
- Strong organizational and time-management skills, including the ability to prioritize multiple requests and meet deadlines.
- Analytical and problem-solving abilities, sound judgment, and attention to detail.
- Ability to work independently with limited supervision and collaborate effectively across teams.
- Ability to learn client business operations, products, systems, and service delivery processes.
- Proficiency in Microsoft Office applications and comfort learning new technology platforms.
- Adaptability and a proactive approach to identifying solutions and improving client satisfaction.
Responsibilities
- Build and maintain strong client relationships as the primary contact for day-to-day service and operational needs.
- Coordinate client support activities and ensure inquiries, service requests, and operational issues are handled accurately and efficiently.
- Monitor service delivery and operational performance against quality standards, client expectations, and service-level commitments.
- Learn clients’ business operations, products, and systems to anticipate needs and provide proactive service solutions.
- Partner with technical, operational, and support teams to troubleshoot issues, coordinate resolutions, and manage escalations.
- Provide timely updates to clients and internal stakeholders about service requests, incident resolution, and ongoing initiatives.
- Identify opportunities to improve service delivery, operational efficiency, and the client experience.
- Collaborate with sales and internal support teams to demonstrate the value of SS&C’s services and identify opportunities for additional client support.
- Support client-related projects and initiatives and use sound judgment and problem-solving skills to address moderately complex issues.
- Maintain accurate documentation of client interactions, service activities, and issue resolutions.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan with company match
- Paid time off
- Paid holidays
- Parental leave
- Professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
