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As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and midmarket firms rely on SS&C for expertise scale and technology.
Job Description
Job Title: Associate Client Relations & Investor Services Specialist
Location: Kansas City MO Hybrid 6 Days in Office Each Month)
Department: Client & Investor Services
About the Role:
As an Associate Client Relations & Investor Services Specialist you will be a key part of our hybrid team combining elements of both client relations and investor services. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries resolving issues and overseeing service delivery. You will focus on Alternative Investments products and services supporting clients by ensuring their operational and investment needs are met with the highest level of satisfaction.
In this role you will be solving problems managing escalations processing transactions and collaborating with internal teams to improve service quality and client satisfaction. This position is an excellent opportunity to gain exposure and knowledge within the client relations and financial services sectors while developing expertise in Alternative Investments. In the first 36 months in this role you will go through our formal training program start by serving our clients in a call center environment while developing the foundational knowledge and experienced to transfer into the Client Relations space.
Why You Will Love It Here!
What You Will Get to Do:
Client Relationship Management: Develop and maintain positive longterm relationships with clients serving as the primary point of contact for both operational and investment inquiries.
Customer Service Excellence: Provide worldclass service to clients by answering inbound calls addressing questions resolving issues and providing support related to Alternative Investment products. This role serves as a steppingstone to gain deeper insights into the business in the Alternative space.
Research & Issue Resolution: Investigate and resolve complex client issues offering clear and concise solutions. This includes making outbound calls for updates or gathering additional information.
Service Delivery Oversight: Oversee the quality of service and operational performance for designated clients ensuring compliance with program standards and delivery requirements.
Transaction Processing & Support: Accurately review prepare and process transactions on investor accounts while supporting clients through the service process.
Escalation Management: Handle more complex or escalated client inquiries troubleshooting issues and collaborating with management and other teams to resolve them promptly.
Proactive Service Strategies: Implement strategies to reduce client downtime improve service efficiency and reduce support costs.
Collaboration & Knowledge Sharing: Work closely with team members sales and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
Continuous Improvement: Contribute to ongoing process improvements support special projects and demonstrate a commitment to professional development and learning.
What You Will Bring:
A Bachelors degree or a high school diploma with at least 2 years of related experience.
Excellent interpersonal and professional communication abilities with the capability to explain complex information in simple terms and build rapport with clients.
Ability to analyze complex situations resolve issues efficiently and offer solutions that benefit both clients and the company.
Ability to thrive in a collaborative teambased environment actively sharing knowledge and insights with colleagues to improve overall performance.
Strong enthusiasm for providing exceptional service with a focus on building longterm client relationships and improving satisfaction.
Familiarity with service delivery processes transaction handling and support mechanisms (training will be provided).
Comfortable working independently managing multiple priorities and demonstrating initiative in addressing client needs and operational tasks.
A strong commitment to personal growth learning and staying uptodate on financial services investment products and client service strategies.
Thank you for your interest in SS&C! To further explore this opportunity please apply through our careers page on the corporate website at explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or feebased recruitment services.
SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.
Required Experience:
IC
Full-Time