Associate Manager. Client Relations Specialist - Hybrid

Posted 6 Hours Ago
Be an Early Applicant
Kansas City, MO, USA
Hybrid
Mid level
Fintech • Software
The Role
Build and lead customer relationships, educate clients on products and services, resolve system issues, process change requests, and ensure contractual obligations are met. The role also supports onboarding, project planning, status reporting, budgeting, billing, contract administration, customer meetings, and mentoring junior associates. Strong communication, analytical, organizational, project management, and client-facing skills are required, along with proficiency in business productivity and specialized financial services tools.
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


Associate Manager Client Relations Specialist


Locations: Kansas City, MO (hybrid)


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   

  • Establish & lead collaborative relationships between customers and the SS&C organization
  • Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
  • Educate customers on implementing our products and services
  • Analyze, anticipate, and identify customer needs and recommend innovative solutions
  • Complete system change requests
  • Research and resolve any system issues reported by customers
  • Leverage extensive in-house training programs for industry knowledge and product expertise
  • Mentor & lead less experienced associates
  • Establish work priorities, plan projects, and ensure timelines are met
  • Prepare status reports for customers
  • Coordinate face-to-face meetings with customers onsite and at their location
  • Ensure contractual obligations are achieved
  • Assist with budgeting, billing, and contract administration
  • Assist in onboarding new customers as they transition to SS&C's industry leading solutions

Required Experience  

  • Bachelor’s degree and 3+ years of client facing work-related experience required ideally in financial services, with a preference for experience in transfer agency.
  • Excellent written and verbal communication skills
  • Strong project management skills
  • Problem solving and numerical reasoning skills; ability to analyze data and take action
  • Career oriented, highly motivated, and self-starting individual
  • Ability to work in a fast paced, team environment
  • Efficient time management with strong organizational skills
  • Ability to quickly learn and adapt to new systems, processes, plans, and programs
  • Proficiency in use of business productive tools such as word processing, spreadsheets, data management, project management, and presentations
  • Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel

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.

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
  • 3+ years of client-facing work-related experience
  • Experience in financial services
  • Experience in transfer agency
  • Excellent written and verbal communication skills
  • Strong project management skills
  • Problem-solving and numerical reasoning skills
  • Ability to analyze data and take action
  • Ability to work in a fast-paced team environment
  • Efficient time management and strong organizational skills
  • Ability to quickly learn and adapt to new systems, processes, plans, and programs
  • Proficiency with word processing, spreadsheets, data management, project management, and presentation tools
  • Proficiency with JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel

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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