Client Success Coordinator – Managed Accounts
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Job Location:
Denver, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
22-10-2025
Vacancies:
1 Vacancy
Job Summary
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
Client Success Coordinator Managed Accounts
Location: Denver CO Hybrid
Get To Know Us:
Were looking for a motivated Client Success Coordinator to play a critical role in helping our clients and partners get the most out of our Managed Account platform. From the moment an agreement is signed youll be the point person who brings everything togethercoordinating across RIAs custodians asset managers and internal teams to ensure a smooth onboarding experience and long-term success.
This is a great opportunity for someone who thrives on building relationships loves solving problems and wants to grow a career in client success within the fast-evolving world of wealth management and managed accounts.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
- Your Future: 401k Matching Program Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
- Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
- Training: Hands-On Team-Customized including SS&C University
- Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
- Own the onboarding processhelping RIAs custodians and third-party asset managers launch successfully on our Managed Account platform
- Coordinate with internal teams (trading operations billing portfolio management) to make sure all moving pieces line up for a seamless client experience
- Establish and maintain clear lines of communication between RIAs custodial partners and asset managers
- Manage early-stage client interactions from documentation through first billing to ensure quick and efficient revenue recognition
- Serve as the ongoing point of contact for clients on non-investment needs and for asset managers on ongoing relationship support
- Provide proactive updates guidance and issue resolution to keep clients and partners informed and confident
What You Will Bring:
- Client onboarding experience: Familiarity with RIA structures custodial platforms and/or asset manager workflows
- Project management skills: Ability to manage multiple onboarding processes at once ensuring timely and accurate execution
- Strong communicator: Excellent verbal and written communication skills for both client-facing and cross-team collaboration
- Problem solver: Organized detail-oriented and proactive in finding solutions to keep clients moving forward
- Team player: Collaborative approach with a focus on building trust with clients partners and colleagues
- Experience: 35 years in client success operations or onboarding role in financial services (RIA/TAMP/asset management experience a plus)
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 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
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry
