Senior Associate - Client Relations Specialist - Hybrid

About the role

Client-facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As a member of this team, you will be assigned clients to manage communication between the client and various support groups at SS&C. Responsibilities include oversight of client events, new product implementation, and overall client satisfaction.

Responsibilities

• Develops and maintains exceptional client relationships.
• 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.
• Ensures quality service and operational performance within the parameters of program and delivery standards.
• Develops understanding of client business and product installations to identify service needs, plan service delivery, and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
• Acts as a primary point of client contact to coordinate resolution of service incidents and escalation of technical issues.
• Collaborates with sales and support groups to demonstrate the value of the support offering to the client and identify opportunities for expanded support business.
• Leads small, moderately complex projects or works on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
• Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.
• Recommends new procedures.

Requirements

• Bachelor’s degree or equivalent work experience.
• 2+ years of client-facing work-related experience required in financial services, with a preference for experience in transfer agency, investor services, or wire house.
• Excellent written and verbal communication 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 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.

Schedule

Hybrid role requiring on-site work at least 6 days per month. Available locations: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH.

Pay

• Colorado: The expected base salary for the position is between $45,000 USD to $105,000 USD.
• Illinois: The expected base salary for the position is between $50,000 USD to $100,000 USD.
• Massachusetts: The expected base salary for the position is between $50,000 USD to $100,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

Benefits

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