Senior Associate, Client Relations Specialist

Posted 3 Hours Ago
Be an Early Applicant
3 Locations
Hybrid
45K-105K Annually
Senior level
Fintech • Software
The Role
Manages relationships with financial services clients, coordinating communications, service delivery, issue resolution, client events, product implementations, and support activities. Partners with sales and internal support teams to maintain satisfaction, improve operational performance, identify service opportunities, and resolve technical escalations. Requires financial services experience, strong communication and analytical skills, and proficiency with JIRA, Chorus/AWD, TA2000, and 3270.
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: Senior Associate, Client Relations Specialist


Locations: Denver, CO; Kansas City, MO; Dublin, OH - Hybrid


About the Role 

Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products such as Interval and Tender mutual funds, as well as traditional mutual funds. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client satisfaction.


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   

  • Develops and maintains exceptional client relationships.
  • 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.
  • Ensures quality service and operational performance within the parameters of program and delivery standards.
  • Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.  
  • Acts as a primary point of client contact to coordinate resolution of service incidents and escalation of technical issues.
  • Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
  • Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
  • Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.
  • Recommends new procedures.

Required Experience  

  • Bachelor’s degree or equivalent work experience
  • 2+ years of client facing work-related experience required in financial services, with a strong preference for experience in transfer agency, investor services or broker dealer operations.
  • Excellent written and verbal communication 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 learn quickly and adapt to new systems, processes, plans, and programs
  • MUST HAVE proficiency in use of tools such as JIRA, Chorus/AWD, TA2000, 3270. Strong Excel skills preferred.
  • Must be willing to work onsite at least 6 days per month, with working hours of 7:00 AM–4:00 PM MT / 8:00 AM–5:00 PM CT / 9:00 AM–6:00 PM ET

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 $45,000 USD to $105,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or 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 work experience
  • 2+ years of client-facing work experience in financial services
  • Experience in transfer agency, investor services, or broker-dealer operations
  • Excellent written and verbal communication skills
  • Problem-solving and numerical reasoning skills, including ability to analyze data and act
  • Career-oriented, highly motivated, and self-starting
  • Ability to work in a fast-paced team environment
  • Efficient time management and strong organizational skills
  • Ability to learn quickly and adapt to new systems, processes, plans, and programs
  • Proficiency with JIRA, Chorus/AWD, TA2000, and 3270
  • Strong Excel skills
  • Willingness to work onsite at least 6 days per month

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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