Sr. Client Relations Specialist

SS&C Technologies; Kansas City (MO); Hybrid; USD 60,000 - 95,000; Full time

Job summary

An established industry player in financial services seeks a dynamic Sr. Client Relations Specialist to enhance customer relationships and drive satisfaction. This role offers the chance to work in a hybrid environment, balancing flexibility with professional growth. You'll engage with clients directly, leveraging your communication skills to educate them on innovative solutions while collaborating with a talented team. With a strong emphasis on work-life balance and comprehensive benefits, this position is perfect for motivated individuals looking to make a significant impact in a fast-paced environment.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision Insurance

Employee Assistance Program

Parental Leave

Discounts on Fitness Clubs

Business Casual Dress Code

Qualifications

• 3+ years of client facing experience in financial services preferred.
• Excellent written and verbal communication skills are essential.

Responsibilities

• Establish and lead collaborative relationships with customers.
• Educate customers on implementing products and services.

Skills

Client Facing Experience

Communication Skills

Project Management

Problem Solving

Time Management

Numerical Reasoning

Team Collaboration

Adaptability

Education

Bachelor’s Degree

Tools

JIRA

Microsoft Excel

Word Processing Tools

Data Management Tools

Presentation Tools

Job description

Join to apply for the Sr. Client Relations Specialist role at SS&C Technologies

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Join to apply for the Sr. Client Relations Specialist role at SS&C Technologies

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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

Sr. Client Relations Specialist

Locations: Kansas City, MO; Boston, MA; Braintree, MA | Hybrid

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!
  
  

What You Will Get To Do:

• 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
  
  

What You Will Bring:

• 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
  
  

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Software Development

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