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.

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)