Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001

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

Location: Kansas City, MO | Denver, CO | Edina, MN | Braintree, MA - Hybrid

Get To Know Us:

SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and 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:

• Manage a portfolio of key client accounts, acting as the primary relationship manager and strategic advisor.
• Develop and maintain strong, long-lasting client relationships by understanding their business needs, objectives, and challenges.
• Serve as the internal client advocate, collaborating with cross-functional teams (e.g., product, operations, sales, support) to ensure timely and effective resolution of client issues and requests.
• Proactively identify opportunities for client growth and expansion of services, working closely with the sales team.
• Conduct regular client reviews and strategic discussions to assess performance, identify areas for improvement, and communicate value.
• Onboard new clients and ensure a smooth transition into SS&C GIDS's services, providing ongoing training and support as needed.
• Monitor client satisfaction levels and implement strategies to enhance the client experience and retention.
• Prepare and present client reports, performance metrics, and strategic recommendations.
• Stay informed about industry trends, competitive landscape, and SS&C GIDS product updates to provide relevant insights to clients.
• Act as a mentor and provide guidance to junior client relations specialists.

What You Will Bring:

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Minimum of 5-7 years of experience in a client-facing role within the financial services or technology industry, with a strong preference for experience in wealth management, asset management, or fintech.
• Proven track record of successfully managing and growing key client accounts.
• Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
• Strong analytical and problem-solving abilities, with a detail-oriented approach.
• Demonstrated ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to travel occasionally to client sites as required.
• Understanding of SS&C GIDS products and services is a significant advantage.

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.

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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.