PA2024SALESAU Account Manager

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

Opportunity snapshot:

The Client Account Manager has overall oversight for the end-to-end service delivery to our clients.

This role is focused on a range of client products with the portfolio consisting of:

• A wealth platform for Superannuation and Investments

• An enterprise digital platform for advisors, investors and policyholders

• Member and Fund administration services

Role Responsibilities:

• Oversight of all facets of service delivery for our clients.  

• Lead regular (e.g. monthly) reviews and reporting to ensure contractual obligations and KPIs are met.

• Oversees change and implementation including Statements of Work.

• Work with Client and SS&C teams to drive customer satisfaction and ensure internal stakeholders and Directors are aware of any potential areas of concern.

• Perform general account management activities including: managing contracts, paperwork, reporting and invoicing.

• Establish and manage service meeting schedules and governance model.

• Drive the client governance framework to ensure optimal engagement with clients to have a successful relationship.

• Be the escalation point for critical issues enquiries and issue resolution, by providing oversight on ongoing delivery and service status / requests.

• Work with Operational areas on process improvements required following incidents / escalations.

• Manage reporting and meeting presentation materials both internally and externally.

• Understand customer needs, to effectively position SS&C.

• Update and maintain the CRM system with account and opportunity data.

Skills and Competencies:

• Account management or client facing experience for a technology company or a fund administrator.

• Strong communication and presentation skills with the ability to articulate solutions clearly and concisely.

• Ability to build relationships and manage key contacts within the accounts.

• Experience in managing stakeholders on multiple levels.

• Strong people person skills with the ability to positioning complex technology and services solutions.

• Ability to build positive relationships with customers.

Qualifications & Prior knowledge:

• 3-5+ Year’s account management experience.

• Experience working with technology solutions desirable.

• Experience in Wealth Management desirable.

• Experience in Fund Administration desirable.

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.