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

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.

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