Senior Associate Client Relations Specialist

Job Description

Senior Associate, Client Relations Specialist

Locations: Kansas City, MO | Denver, CO | Hybrid

Get To Know The Team:

Client facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple clients and alternative investment products. As member of this team you will be assigned clients that you will manage communication between client and various support groups at SS&C. Manage/oversight of client events, new product implementation and overall client satisfaction.

Why You Will Love It Here!

• 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 Employee
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Develops and maintains exceptional client relationships.
• 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.
• Ensures quality service and operational performance within the parameters of program and delivery standards.
• Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
• Acts as a primary point of client contact to coordinate resolution of service incidents and escalation of technical issues.
• Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
• Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
• Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.
• Gain in depth knowledge and understanding of NSCC products and workflows, including but not limited to Fund/SERV, Networking, aXis Payment and Mutual Fund Profile II.
• Support dedicated clients, both fund and intermediary firms from a NSCC support perspective.
• Participate in meetings and conference calls with clients or intermediary firms regarding NSCC related initiatives.
• Participate or lead research and support for relationship management teams regarding client inquiries pertaining to NSCC processing.
• Document NSCC procedures and client specific requirements for clients and intermediary firms regarding NSCC processing.
• Interact/Respond to various intermediary firms regarding NSCC transactions and trades.
• Provide support from a NSCC perspective for client events (i.e. new fund launches, mergers, onboarding new clients, etc).

What You Will Bring:

• Bachelor’s degree or equivalent work experience
• 2+ 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 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