Associate Manager. Client Relations Specialist

Job Description

Associate Manager Client Relations Specialist

Locations: Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO, Dallas, TX; Dublin, OH | 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