Associate Manager. Client Relations Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

SS&C Technologies · 1 day ago

Associate Manager. Client Relations Specialist

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking an Associate Manager Client Relations Specialist to establish and lead collaborative relationships with customers, educate them on product implementations, and ensure contractual obligations are met.

Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
check
H1B Sponsor Likelynote

Responsibilities

Establish & lead collaborative relationships between customers and the SS&C organization
Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
Educate customers on implementing our products and services
Analyze, anticipate, and identify customer needs and recommend innovative solutions
Complete system change requests
Research and resolve any system issues reported by customers
Leverage extensive in-house training programs for industry knowledge and product expertise
Mentor & lead less experienced associates
Establish work priorities, plan projects, and ensure timelines are met
Prepare status reports for customers
Coordinate face-to-face meetings with customers onsite and at their location
Ensure contractual obligations are achieved
Assist with budgeting, billing, and contract administration
Assist in onboarding new customers as they transition to SS&C's industry leading solutions

Qualification

Client relationsProject managementProblem solvingFinancial services experienceData analysisMicrosoft ExcelJIRAChorus/AWDTA2000Written communicationVerbal communicationTime managementOrganizational skillsAdaptability

Required

Bachelor's degree and 3+ years of client facing work-related experience required ideally in financial services, with a preference for experience in transfer agency
Excellent written and verbal communication skills
Strong project management 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 business productive tools such as word processing, spreadsheets, data management, project management, and presentations
Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel

Benefits

401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!

Company

SS&C Technologies

company-logo
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial

H1B Sponsorship

SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)

Funding

Current Stage
Public Company
Total Funding
$750M
2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO

Leadership Team

leader-logo
Anthony Caiafa
Global CTO / CIO
linkedin
leader-logo
Brian Schell
Executive Vice President and Chief Financial Officer
linkedin
Company data provided by crunchbase