Associate Client Relations Specialist

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with a global presence. They are seeking an Associate Client Relations Specialist who will develop and maintain strong client relationships, manage inquiries, and oversee service delivery in the Retail Alternative Investment division.

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

Skills

• 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

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 Overview

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