Associate Client Relations Specialist

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

Associate Client Relations Specialist

Location: Kansas City MO Denver CO Boston MA Braintree MA Hybrid (6 Days in Office Each Month)

Get To Know Us:

As an Associate Client Relations Specialist you will be a key part of our new hybrid team combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. 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. As member of this team you will be assigned clients that you will handle specialized processing and escalated items for. You will have extensive direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely. 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. We anticipate this team will continue to grow and the knowledge learned in this role will enable you to be successful in higher levels within our organization.

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:

• Develop and maintain positive long-term relationships with clients serving as the primary point of contact for both operational and investment inquiries.
• Provides and oversees support and service activities for a designated client or group of clients ensuring their operational needs and issues both tactical and strategic are managed to the highest level of satisfaction.
• Investigate and resolve complex client issues offering clear and concise solutions.
• Oversee the quality of service and operational performance for designated clients ensuring compliance with program standards and delivery requirements.
• Accurately review prepare and process transactions on investor accounts while supporting clients through the service process.
• Handle more complex or escalated client inquiries troubleshooting issues and collaborating with management and other teams to resolve them promptly.
• Implement strategies to reduce client downtime improve service efficiency and reduce support costs.
• Work closely with team members sales and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
• Contribute to ongoing process improvements support special projects and demonstrate a commitment to professional development and learning.

What You Will Bring:

• Bachelors degree or equivalent work experience
• 1-2 years of experience working in client facing role ideally with intermediaries within financial services with a preference for experience in transfer agency.
• 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 team-based environment actively sharing knowledge and insights with colleagues to improve overall performance.
• Strong enthusiasm for providing exceptional service with a focus on building long-term 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 up-to-date on financial services investment products and client service strategies.
• Proficiency in use of tools such as word processing JIRA Chorus/AWD TAand Microsoft Excel.
• Must be willing to work on site at least 6 days/month.

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 @ rate is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.

The expected hourly wage for the position in MA is between 21.63/hour USD to 40.85/hour USD.

In addition to their wages successful candidates may be eligible to receive annual discretionary stock options.

Applications will be accepted on an ongoing basis until the position is filled.

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Unless 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.