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 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
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 using tools such as Word, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel a plus
Must be willing to work on site a minimum of 6 days/month
Benefits
Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
Job title
Associate Manager, Financial Services Operations Support
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