Associate Client Relations Specialist

Posted 28 Days Ago
Be an Early Applicant
3 Locations
Hybrid
19-36 Hourly
Junior
Fintech • Software
The Role
Supports specialized client requests and escalated operational processing for financial services clients. Responsibilities include verifying complex transactions, ensuring procedural and regulatory compliance, responding to client inquiries, collaborating with internal teams, contributing to special projects, and mentoring junior colleagues. The role requires knowledge of alternative investments and financial instruments, strong analytical and communication skills, attention to detail, confidentiality, and the ability to manage multiple priorities.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Job Title: Associate, Client Relations Specialist

Locations: Kansas City, MO; Denver, CO; Boston, MA - Hybrid

About the Role

Associate will be responsible for supporting various specialized client requests and handles escalated operational processing, This role requires a strong understanding of Alternative business, financial concepts, meticulous attention to detail, and the ability to work effectively in a fast-paced environment.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact 

  • Understand and process and verify complex transactions, ensuring compliance with established procedures and regulations.
  • Act as a primary point of contact for client inquiries, providing comprehensive and professional support.
  • Collaborate with internal teams
  • Participate in special projects and initiatives as assigned by management.
  • Mentor and provide guidance to junior team members, fostering a collaborative and supportive work environment.

Required Experience

  • 1-2 years of experience in financial services, or a related industry.
  • Strong understanding of investment products, financial instruments
  • Proficiency in Microsoft Office
  • Excellent analytical, problem-solving, and organizational skills.
  • Exceptional written and verbal communication skills, with the ability to articulate complex financial information clearly.
  • Ability to work independently and as part of a team, managing multiple priorities and meeting deadlines.
  • Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
  • Proactive and detail-oriented with a strong commitment to accuracy and quality.
  • Ability to work 8:30-5:30 CT, some overtime may be required.
  • Must be willing to work on site in one of the above locations at least 6 days/month

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between $19.23 USD/hour to $33.65 USD/hour. Massachusetts: The expected hourly wage for the position is between $24.04 USD/hour to $36.06 USD/hour.

In addition, employees in this role may be eligible for consideration on an annual basis for equity awards such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion. 


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



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.

Skills Required

  • 1-2 years of experience in financial services or a related industry
  • Strong understanding of investment products and financial instruments
  • Proficiency in Microsoft Office
  • Excellent analytical, problem-solving, and organizational skills
  • Exceptional written and verbal communication skills
  • Ability to work independently and as part of a team while managing multiple priorities and deadlines
  • Ability to maintain confidentiality and handle sensitive information discreetly
  • Proactive, detail-oriented, and committed to accuracy and quality

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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