Client Relations Specialist

1 Month ago • 3 Years +

About the job

SummaryBy Outscal

SS&C seeks a Client Relations Specialist with 3+ years of client-facing experience. You'll handle daily requests, ensure compliance, and build documentation. Strong communication, operational skills, and problem-solving abilities are essential.

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Client Relations Specialist
Locations: Kansas City, MO | Hybrid (6 Days in Office Each Month)


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
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • 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 and 3+ years of client facing work-related experience required
  • Excellent written and verbal communication skills
  • Strong operational 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 service intake tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel


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.

#LI-HD1 #LI-HYBRID

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.

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