Strategic Client Relations Manager – FinTech

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

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.