Hybrid Associate Manager, Client Relations Specialist

Posted 2 weeks ago

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About the role

  • Associate Manager Client Relations Specialist managing customer relationships at leading financial services company SS&C. Establishing collaborations and resolving client needs through education and support while mentoring associates.

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

Requirements

  • 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!

Job title

Associate Manager, Client Relations Specialist

Job type

Experience level

JuniorMid level

Salary

$65,000 - $115,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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