Associate, Client Relations Specialist

Posted Yesterday
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2 Locations
Hybrid
19-34 Hourly
Junior
Fintech • Software
The Role
Supports alternative investment clients by managing email requests, JIRA tickets, AWD queues, and transactional service inquiries. Researches and resolves system issues, maintains turnaround-time compliance, provides backup coverage, identifies process improvements, and documents team deliverables. The role requires financial services experience, Excel proficiency, strong communication, attention to detail, and on-site work at least six days per month during Central Time business hours.
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 - Hybrid

 

About the Role

This is an exciting opportunity in a new divisional structure within the Alt Investments Relationship Management Team that will provide resolution to daily support inquiries that are more transactional and executable in nature. As a Service Intake Associate Client Relations Specialist, you will handle daily tasks such as JIRA tickets, inbox management and review of dedicated AWD queues in addition to assisting on client events tasks as outlined in the following expectations.

 

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 

  • Support Alternative Investment clients and provide backup coverage when other team members are out
  • Ownership of the daily client requests via email
  • Staying compliant the AWD queues and turnaround times
  • Reviewing and completing JIRA Ticket requests for daily requests received
  • Research and resolve any system issues reported by customers
  • Identify and execute opportunities for process improvement
  • Build and maintain documentation of Service Intake Team deliverables

 

Required Experience

  • Bachelor’s degree or equivalent experience. 
  • Must have some experience in financial services, banking, reconciliation, accounting etc.
  • Excel proficiency.
  • Ability to communicate clearly and effectively, both verbally and in writing. 
  • Attention to detail and ability to trace problems to their source and see resolution through to completion. 
  • Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
  • Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time. 

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

 

#LI-JW3

#LI-Hybrid

 



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.

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

  • Bachelor's degree or equivalent experience
  • Some experience in financial services, banking, reconciliation, or accounting
  • Proficiency in Microsoft Excel
  • Clear and effective verbal and written communication skills
  • Strong attention to detail and ability to trace problems to their source through resolution
  • Self-motivation, issue ownership, solution recommendation, and ability to apply relevant procedures
  • Willingness to work on site at least six days per month
  • Availability to work 8 AM to 5 PM Central Time

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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