Client Relations Manager

Jobtailor; Kansas; On-site; USD 95,000 - 125,000; Full time

Job summary

SS&C GIDS is seeking a dedicated Client Relationship Manager to oversee a portfolio of clients in a fast-paced financial services environment. You will engage clients regularly, resolve inquiries, and coordinate across product, operations, and sales teams to enhance service delivery.

You will onboard new clients, review SLAs and performance metrics, and identify opportunities for cross-selling SS&C GIDS solutions. Strong communication and analytical skills are essential for success.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• 5+ years of experience in client relations, account management, or similar role in financial services or FinTech.
• Strong understanding of investment data, fund administration and financial technology solutions.
• Proven track record of building and maintaining client relationships and driving satisfaction.
• Excellent communication, interpersonal and presentation skills; clear articulation of complex information.
• Strong problem-solving and analytical abilities with a proactive approach to issues.
• Ability to work independently and in a team in a fast-paced environment.
• Proficiency with CRM software (Salesforce) and Microsoft Office.

Responsibilities

• Serve as the dedicated relationship manager for a portfolio of SS&C GIDS clients and understand their business needs.
• Proactively engage with clients via calls, emails, and meetings to maintain high satisfaction.
• Act as liaison between clients and internal teams to resolve inquiries and communicate enhancements.
• Onboard new clients, ensuring smooth transitions and product understanding.
• Identify opportunities for cross-selling and up-selling SS&C GIDS products with the sales team.
• Conduct regular client reviews covering performance metrics, SLAs, and future roadmaps.
• Gather client feedback to contribute to product development and service improvements.
• Prepare and present reports on client activity, satisfaction, and risks to senior management.
• Maintain accurate client data within the CRM; stay informed on industry trends and regulatory changes.

Skills

Client relations

Account management

Investment data understanding

Fund administration

Analytical abilities

Communication skills

Problem-solving

Team collaboration

Education

Bachelor's degree in Business Administration, Finance, Economics, or related field

Tools

Salesforce

Microsoft Office Suite

Job description

• Serve as the dedicated relationship manager for a portfolio of assigned SS&C GIDS clients, understanding their business needs and strategic objectives.
• Proactively engage with clients through regular communication (calls, emails, meetings) to ensure high levels of satisfaction and identify potential issues or opportunities.
• Act as a liaison between clients and internal teams (e.g., product, operations, support, sales) to resolve inquiries, elevate issues, and communicate service enhancements.
• Onboard new clients, ensuring a smooth transition and understanding of SS&C GIDS products and services.
• Identify opportunities for cross-selling and up-selling additional SS&C GIDS products and services to existing clients, collaborating with the sales team as appropriate.
• Conduct regular client reviews, including performance metrics, service level agreements, and future roadmap discussions.
• Gather client feedback and insights to contribute to product development and service improvement initiatives.
• Prepare and present reports on client activity, satisfaction, and potential risks to senior management.
• Maintain accurate and up-to-date client information within the CRM system.
• Stay informed about industry trends, competitor activities, and regulatory changes that may impact clients.

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 5+ years of experience in client relations, account management, or a similar client-facing role within the financial services or FinTech industry.
• Strong understanding of investment data, fund administration, and/or financial technology solutions.
• Proven track record of building and maintaining strong client relationships and driving client satisfaction.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
• Strong problem-solving and analytical abilities, with a proactive approach to identifying and resolving client issues.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to travel occasionally to client sites as required.

Core Competencies

Demonstrates expertise in client relationship management, with a strong focus on client satisfaction, communication, and problem-solving within the financial services or FinTech industry. Proficient in utilizing CRM software and presenting insights to drive service improvements and product development.

Highest-signal resume keywords

• Client Relationship Management
• Financial Technology Solutions
• CRM Software Proficiency
• Communication Skills
• Problem-Solving Abilities

ATS Optimization Keywords

Hard Skills

• Client Relations
• Account Management
• Investment Data Understanding
• Fund Administration
• Analytical Abilities

Soft Skills

• Interpersonal Skills
• Presentation Skills
• Proactive Approach
• Team Collaboration

Industry Keywords

• Financial Services
• FinTech
• Service Level Agreements
• Client Satisfaction
• Cross-Selling
• Up-Selling

Tools & Technologies

• Salesforce
• Microsoft Office Suite