Senior Associate, Client Relations Specialist

SS&C • Denver, CO

4d • Hybrid

About The Position

This client-facing position is part of SS&C’s Retail Alternative Investment division. The relationship team supports multiple clients and alternative investment products, including Interval and Tender mutual funds, as well as traditional mutual funds. The specialist is assigned clients and manages communication between clients and SS&C support groups, overseeing client events, new product implementation, and overall client satisfaction.

The role develops and maintains client relationships and oversees support and service activities for assigned clients. It ensures operational needs and issues are handled to high satisfaction and that service quality and operational performance meet program and delivery standards. The specialist learns clients’ businesses and product installations to identify service needs, plan service delivery, and promote proactive support mechanisms that reduce client downtime and support costs.

The position serves as a primary client contact for coordinating service-incident resolution and escalation of technical issues, and collaborates with sales and support groups to demonstrate the value of support offerings and identify opportunities to expand support business. It is a professional-level role involving small, moderately complex projects or complex tasks requiring judgment, resourcefulness, and initiative, as well as specialized expertise to evaluate complex issues, develop solutions, and recommend new procedures.

The role is hybrid in Denver, Colorado; Kansas City, Missouri; or Dublin, Ohio. Employees must work onsite at least six days per month. Working hours are 7:00 AM–4:00 PM MT, 8:00 AM–5:00 PM CT, or 9:00 AM–6:00 PM ET, depending on location.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least 2 years of client-facing work-related experience in financial services; experience in transfer agency, investor services, or broker-dealer operations is strongly preferred.
• Excellent written and verbal communication skills.
• Problem-solving and numerical reasoning skills, including the ability to analyze data and take action.
• Career-oriented, highly motivated, self-starting approach.
• Ability to work in a fast-paced, team environment.
• Efficient time management and strong organizational skills.
• Ability to learn quickly and adapt to new systems, processes, plans, and programs.
• Proficiency with JIRA, Chorus/AWD, TA2000, and 3270.
• Willingness to work onsite at least 6 days per month.

Nice To Haves

• Experience in transfer agency, investor services, or broker-dealer operations.
• Strong Excel skills.

Responsibilities

• Develop and maintain exceptional client relationships.
• Provide and oversee support and service activities for designated clients, ensuring tactical and strategic operational needs and issues are managed to a high level of satisfaction.
• Ensure quality service and operational performance meet program and delivery standards.
• Develop an understanding of client businesses and product installations to identify service needs and plan service delivery.
• Drive use of proactive service and support mechanisms to reduce client downtime and support costs.
• Serve as a primary client contact to coordinate service-incident resolution and escalation of technical issues.
• Collaborate with sales and support groups to demonstrate the value of support offerings and identify opportunities to expand support business.
• Manage communication between assigned clients and SS&C support groups.
• Oversee client events, new product implementation, and overall client satisfaction.
• Lead small, moderately complex projects or work on complex tasks; evaluate issues, develop creative solutions, and recommend new procedures.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• Potential eligibility for discretionary annual bonus and/or equity awards, such as restricted stock units or stock options, based on individual and business performance and company discretion.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level