Associate Client Relations Specialist

undefined ago • All levels • $39,520 PA - $56,160 PA

Job Summary

Job Description

This role within the Alt Investments Relationship Management Team focuses on resolving daily support inquiries that are transactional and executable. As a Service Intake Associate Client Relations Specialist, you will manage daily tasks including JIRA tickets, inbox management, and AWD queue reviews, while also assisting with client events. Key responsibilities involve supporting Alternative Investment clients, handling email requests, ensuring compliance, resolving system issues, identifying process improvements, and maintaining team documentation.
Must have:
  • Support Alternative Investment clients and provide backup coverage.
  • Own daily client requests via email.
  • Ensure compliance with AWD queues and turnaround times.
  • Review and complete JIRA Ticket requests.
  • Research and resolve system issues reported by customers.
  • Identify and execute process improvement opportunities.
  • Build and maintain documentation for Service Intake Team.
  • Bachelor’s degree or equivalent experience.
  • Experience in financial services, banking, reconciliation, or accounting.
  • Excel proficiency.
  • Communicate clearly and effectively, verbally and in writing.
  • Demonstrate attention to detail and problem-solving.
  • Be self-motivated, take ownership, and recommend solutions.
  • Work on-site 6 days/month, 8 AM – 5 PM Central Time.
Perks:
  • Hybrid Work Model
  • Business Casual Dress Code, including jeans
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical, Dental, Vision
  • Employee Assistance Program
  • Parental Leave
  • Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Hands-On, Team-Customized Training, including SS&C University
  • Discounts on fitness clubs, travel and more!

Job Details

Get To Know The Team:

This is an exciting opportunity in a new divisional structure within the Alt Investments Relationship Management Team that will provide resolution to daily support inquiries that are more transactional and executable in nature. As a Service Intake Associate Client Relations Specialist, you will handle daily tasks such as JIRA tickets, inbox management and review of dedicated AWD queues in addition to assisting on client events tasks as outlined in the following expectations.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model & a 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!

What You Will Get To Do:

  • Support Alternative Investment clients and provide backup coverage when other team members are out
  • Ownership of the daily client requests via email
  • Staying compliant the AWD queues and turnaround times
  • Reviewing and completing JIRA Ticket requests for daily requests received
  • Research and resolve any system issues reported by customers
  • Identify and execute opportunities for process improvement
  • Build and maintain documentation of Service Intake Team deliverables

What You Will Bring:

  • Bachelor’s degree or equivalent experience.
  • Must have some experience in financial services, banking, reconciliation, accounting etc.
  • Excel proficiency.
  • Ability to communicate clearly and effectively, both verbally and in writing.
  • Attention to detail and ability to trace problems to their source and see resolution through to completion.
  • Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
  • Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Colorado: Salary range for the position: $19.00 USD/hour to $27.00 USD/hour.

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About The Company

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

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