Associate Client Relations Specialist

About the role

As an Associate Client Relations Specialist, you will be a key part of our new hybrid team, combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery. As member of this team, you will be assigned clients that you will handle specialized processing and escalated items for. You will have extensive direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely.

Responsibilities

• Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries.
• Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
• Investigate and resolve complex client issues, offering clear and concise solutions.
• Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
• Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
• Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
• Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs.
• Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
• Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning.

Requirements

• Bachelor’s degree or equivalent work experience
• 1-2 years of experience working in client facing role ideally with intermediaries within financial services, with a preference for experience in transfer agency.
• Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients.
• Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company.
• Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance.
• Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction.
• Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided).
• Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks.
• A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies.
• Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel.
• Must be willing to work on site at least 6 days/month.

Qualifications

• Must be willing to work on site at least 6 days/month.

Skills

• Excellent interpersonal and professional communication abilities.
• Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company.
• Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance.
• Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction.
• Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided).
• Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks.
• A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies.
• Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel.

Benefits

• Medical, dental, and vision coverage
• 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity

Pay

• Colorado: The expected base salary for the position is between $19.23 USD/hour to $33.65 USD/hour.
• Massachusetts: The expected hourly wage for the position is between 24.04 USD/hour to 36.06 USD/hour.

Schedule

• Hybrid (6 Days in Office Each Month)