Client Experience Account Manager â Transfer Agency - PA2025MFACTRLBAU13
Client Experience Account Manager â Transfer Agency - PA2025MFACTRLBAU13
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Job Description
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 mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Get To Know Us:
SS&C Technologies is the worlds largest independent hedge fund and private equity administrator as well as the largest mutual fund transfer agency. SS&Cs unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.
Why You Will Love It Here!
Flexibility: Hybrid Work Model
Your Future: Income Protection Insurance & Salary Continuance
Work/Life Balance: FlexibleTimeOff
Your Wellbeing: Private Health Insurance discount Primary & Secondary Paid Parental leave Death & TPD Insurance
Diversity & Inclusion: Committed to Welcoming Celebrating and Thriving on Diversity
Training: Hands-On Team-Customised including SS&C University
Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
The Client Experience Account Manager is responsible for the end-to-end delivery of high-quality service to our Transfer Agency clients including asset managers custodians and responsible entities. This role ensures the seamless execution of day-to-day operations client and regulatory change initiatives and the safe introduction of new products and services across the SS&C Transfer Agency offering. It also requires close collaboration with the SS&C Fund Administration team to deliver an integrated bundled service where required.
A key focus of the role is proactive client engagement to drive satisfaction and retention while supporting Relationship Managers in identifying and enabling growth opportunities.
Provide oversight of all aspects of client service delivery collaborating with the Senior Manager Client Experience Account Management and Relationship Managers to enhance service quality and drive long-term client value.
Act as a trusted advisor to clients by understanding their business objectives operational needs and service expectations.
Lead regular service reviews (e.g. monthly) ensuring contractual obligations and KPIs are met while identifying improvement opportunities and aligning on future objectives.
Oversee client and regulatory change initiatives working with internal teams to define priorities delivery timelines and ensure readiness for implementation.
Track and report on client change activities ensuring transparent communication and timely updates.
Collaborate with internal teams and Relationship Directors to proactively manage client satisfaction and escalate concerns when necessary.
Manage key account management responsibilities including SLA/KPI tracking reporting and invoicing in coordination with the commercial team.
Establish and maintain service meeting schedules and governance models to support structured client engagement.
Drive governance frameworks to ensure optimal client relationships and effective stakeholder engagement.
Serve as the escalation point for critical client issues overseeing timely resolution and ensuring ongoing service delivery.
Partner with operations teams to implement process improvements following incidents or escalations.
Leverage client performance data and analytics to identify trends anticipate needs and enhance service delivery.
Prepare and manage internal and external reporting including presentation materials and dashboards.
Chair internal client review meetings and support executive reporting.
Complete and distribute weekly and periodic client reports as required.
What You Will Bring:
35 years of account management or client-facing experience ideally within a technology provider fund administrator or financial services firm.
Proven ability to build and manage strong relationships with key stakeholders at multiple levels within client organisations.
Excellent communication and presentation skills with the ability to clearly articulate complex solutions to both technical and non-technical audiences.
Strong interpersonal and relationship-building skills with a customer-first mindset.
Demonstrated experience in positioning and managing complex technology and services solutions.
Experience working with technology platforms or SaaS solutions is highly desirable.
Background in asset management or transfer agency is preferred.
Experience in fund accounting is an advantage.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. Its important to us that we strive to have a workforce that is diverse in the widest sense.
Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ 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 fee-based recruitment services.
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:
Manager
Employment Type
Full-Time
