Senior Associate, Client Relations Specialist
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 and traditional mutual funds. The role manages communication between assigned clients and SS&C support groups, oversees client events and new product implementation, and supports overall client satisfaction. The position is hybrid and is based in Denver, Colorado; Kansas City, Missouri; or Dublin, Ohio, with on-site work required at least six days per month. The Senior Associate develops and maintains client relationships, oversees service activities and operational performance, coordinates resolution of service incidents and technical escalations, and works with sales and support groups to demonstrate the value of support services and identify opportunities to expand business. The role also leads small, moderately complex projects or works on complex tasks requiring sound judgment, resourcefulness, and initiative.
Requirements
- Bachelor’s degree or equivalent work experience.
- At least 2 years of client-facing work experience in financial services.
- Proficiency with JIRA, Chorus/AWD, TA2000, and 3270.
- 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, and self-starting.
- Ability to work in a fast-paced team environment.
- Efficient time management and strong organizational skills.
- Ability to quickly learn and adapt to new systems, processes, plans, and programs.
- Willingness to work on site 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, managing tactical and strategic operational needs and issues to achieve a high level of satisfaction.
- Ensure quality service and operational performance within program and delivery standards.
- Build understanding of client businesses and product installations to identify service needs, plan service delivery, and encourage proactive support that reduces client downtime and support costs.
- Act as a primary client contact to coordinate resolution of service incidents and escalation of technical issues.
- Collaborate with sales and support groups to demonstrate the value of support offerings and identify opportunities for expanded support business.
- Lead small, moderately complex projects or handle complex tasks requiring judgment, resourcefulness, and initiative.
- Evaluate complex issues, develop creative solutions, and recommend new procedures.
- Manage communication between clients and SS&C support groups, and oversee client events, new product implementation, and client satisfaction.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
