Client Service Manager - PA25CRMRQ1002

SS&C; Basildon; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading financial services firm in Basildon is seeking a Client Service Manager to ensure successful service delivery and foster strong client relationships. The ideal candidate has experience in financial services and can handle high-pressure situations with professionalism. This role offers a hybrid work model and opportunities for professional development. The candidate should possess strong skills in customer service and account management.

Benefits

Professional Development Reimbursement

Competitive holiday scheme

Comprehensive benefits for wellbeing

Hands-On Team-customised training

Qualifications

• Experience in a financial services environment within a client relationship role.
• Ability to manage high-pressure situations with professionalism.
• Familiarity with industry-specific tools or platforms relevant to the client base.

Responsibilities

• Ensure successful delivery of services and foster strong client relationships.
• Manage service issues and maintain service level agreements.
• Monitor service against KPIs and generate monthly reports.

Skills

Customer Service

Client Expectations

Issue Resolution

Service Delivery

Client Relationships

Account Management

Job description

Locations

Basildon Essex Hybrid

Get To Know Us

The Client Service Manager is responsible for ensuring the successful delivery of services to clients fostering strong relationships and enhancing overall customer satisfaction. The role requires a mix of customer support communication problem-solving and project management skills.

Why You Will Love It Here

• Flexibility : Hybrid Work Model
• Your Future : Professional Development Reimbursement including access to SS&C University
• Work / Life Balance : Competitive holiday scheme
• Your Wellbeing : Competitive benefits designed to support the wellbeing of our staff
• Diversity & Inclusion : Committed to Welcoming Celebrating and Thriving on Diversity
• Training : Hands-On Team-customised throughout your career

Service Management

• Develop existing client relationships with relevant Clients
• Liaison with the clients oversight team to ensure that service meets requirements
• Manage the communication and participate in resolving any service issues
• Understand clients business / products
• Keep abreast of current client relationship status through the regular review of Management Reports e.g. Client feedback

Issue Management

• Contact points for day-to-day service issues raised to or by Client or internal contacts
• Produce & maintain Service Issues Log on a weekly basis
• Day-to-day liaison with all stream area contacts in operational areas to ensure service is delivered within SLA and quality is measured within KPIs
• Attend (weekly) Client conference call
• Reporting
• KPIs

Review and Validate KPI pack information

• Monitor service against KPIs and dispatch monthly KPI reports within agreed service levels
• Provide commentary for KPI pack
• Ensure relevant information is available for Lead CSM representation at weekly Stream meeting

Communication

• Responsible for provision of service management related information to client contacts in a timely manner and in an appropriate format
• Liaise with internal operational / IT counterparts to facilitate information flow and appropriate actions

Meeting Management

• Participate in meetings (internal and external) & conference calls as required
• Attend necessary internal prep meetings
• Involvement in the completion of supporting meeting documentation agenda minutes actions etc.

New Business & Promotional Activity

• SS&C Products & Services
• Develop SS&C product knowledge

Team Management

• Sharing Best Practice
• Initiate and participate in departmental Best Practice discussions cross streams

Additional responsibilities

• To carry out any other duties which are within the employees skills and abilities whenever reasonably instructed to support continuous development

What You Will Bring

• Experience in a financial services environment within a client relationship role.
• Ability to manage high-pressure situations with professionalism.
• Familiarity with industry-specific tools or platforms relevant to the client base.

Required Experience

Manager

Key Skills

• Customer Service
• Client Expectations
• Client Requirements
• Client Support
• Action Plans
• Issue Resolution
• Account Management
• Client Relationships
• Service Delivery
• Client Service
• Client Satisfaction
• Client Management
• Procedures
• Service Level Agreements
• New Clients

Employment Type

Full-Time

Experience

years

Vacancy

1

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.