94,042 Client jobs in the United States

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.

Job Description

Director, Client Relationship Management

Locations : Boston, MA | Denver, CO | Hybrid

Get To Know Us:

SS&C ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed-end funds, ETFs and alternative investment funds) looking for truly customized service. We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex.

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 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:

• Owning and pro-actively managing a portfolio of key client relationships
• Ensuring all SS&C service levels meet or exceed client expectations
• Building trusted relationships with the Clients' key contacts (CEO, COO, etc.)
• Capturing client feedback to drive strategic change initiatives and trend analysis
• Organizing and chairing formal service level review meetings with clients
• Articulating the benefits of SS&C services and business model to clients
• Incorporating client initiatives, needs, and structures into formal account plans
• Fostering strong internal working partnerships within all SS&C service areas
• Identifying cross-selling opportunities within existing client base
• Developing and translating MIS into process / service enhancement recommendations
• Working closely with sales team and contributing to marketing efforts
• Maintaining knowledge of industry trends and their potential impact on SS&C
• Occasional travel is required

What You Will Bring:

• Bachelors Degree or equivalent experience
• Minimum of 10 years experience in financial services (Registered Funds '40 Act Space)
• Demonstrable communication, relationship, and team skills
• High level of comfort preparing and leading client presentations
• Significant degree of self-motivation and direction
• Tact, professionalism, and savvy in resolving escalated client issues
• Ability to generate ideas and suggest process improvements
• Experience working closely with senior-level management
• Related experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation)
• Experience in asset management, private funds, capital markets a plus

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ .

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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 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.

Job Description

Are you passionate about building meaningful client relationships, providing exceptional service, and helping clients maximize their experience? We are seeking a Client Experience Specialist to serve as a dedicated liaison between our company and our clients, ensuring they feel valued, supported, and engaged throughout their journey with us.

What You’ll Do:

• Client Engagement & Relationship Building: Serve as the primary point of contact for clients after they have enrolled in our programs, ensuring they feel supported and valued.
• Class Participation & Insights: Attend sessions to take detailed notes, gather client feedback, and suggest improvements for future programs or workshops.
• Follow-Up & Retention: Regularly check in with clients to provide guidance, answer questions, and ensure they are benefiting from their program.
• Upselling & Cross-Selling: Identify opportunities to offer additional services, helping clients advance more quickly or explore new areas of interest.
• Personalized VIP Experience: Ensure every client interaction feels customized, professional, and engaging, reinforcing their importance to our company.
• Industry Awareness: Stay informed on company offerings, competitor products, and industry trends to provide clients with the best solutions.

What You’ll Gain:

• Career Growth: Hands-on experience in client relationship management, sales, and business communication , with opportunities for advancement.
• Sales & Business Development: Strengthen your skills in upselling, cross-selling, and consultative sales to help clients get the most out of their experience.
• Professional Communication: Develop high-level business vocabulary, active listening, and engagement techniques to build lasting client relationships.
• Trust & Connection: Master the ability to connect with clients, build trust, and engage them in a way that ensures long-term loyalty.

What We’re Looking For:

• Experience in customer service, account management, or client relations preferred.
• Strong attention to detail and ability to capture key insights from client interactions.
• Excellent business communication skills , both verbal and written.
• Ability to engage clients in a warm and professional manner , making them feel like VIPs.
• Strong sales instincts , with experience in upselling and cross-selling .
• Must be bilingual (English & Spanish).

If you excel at building client relationships, enjoy providing top-tier customer experiences, and are looking for a role where you can truly make an impact, we invite you to apply today!

This is a full-time, at-will position with a schedule of Monday through Friday from 10 AM to 7 PM. Occasionally, some Saturdays may be needed based on business needs.

• Provide phone support for a technical project, assisting with task completion, inquiries, troubleshooting, and resolution.
• Maintain clear and professional communication with end clients via phone and email.
• Document all customer interactions accurately and thoroughly in the system.
• Work efficiently in a structured enterprise environment, following standard procedures and protocols.
• Collaborate with internal teams to escalate and resolve complex issues when needed.
• Stay at a computer workstation for the full duration of your shift.

• At least 1 year of experience in a customer support role (customer service, help desk, technical support, etc.).
• Strong verbal and written communication skills.
• Excellent documentation and organizational skills to ensure accurate tracking of client interactions.
• Comfortable working in a professional enterprise setting with a focus on high-quality service delivery.
• Ability to be at a computer full-time throughout the workday.
• No travel required for this position.

• Competitive salary and benefits package.
• Opportunities for professional growth and skill development.
• A dynamic and supportive team environment.
• The chance to work on an impactful technical project with a reputable enterprise client.

• Provide client support and technical issue resolution via onsite visits to client's offices and via email and phone support
• Provide on-site client support 4-5 days a week
• Client on-site visits throughout the work week, resolving assigned tickets
• Answer inbound phone support requests and triage issues to the appropriate department or technician for prompt resolution
• Support all workstations, printers and peripherals for clients
• Communicate with clients and colleagues early and often
• Record all work via time entries in our ticketing system (ConnectWise) in a timely manner
• Actively manage all tickets in your queue by ensuring all notes and statuses are up to date
• Troubleshoot client issues and document all steps up to resolution in ticketing system
• Self-manage distributed workload and actively address on-going tickets
• Establish a Primary and/or Secondary onsite relationship with your assigned clients
• Home visits to set-up or troubleshoot client equipment when necessary
• Provide analysis and input in a team environment
• Must be able to multi-task client issues when applicable
• Document technical issues and take ownership of escalating issues to the appropriate resource
• Must meet the minimum standard for personal key performance indicators and contribute to the overall success of team mandated goals
• Must be flexible regarding duties and hours of work
• Ability to lift over 25lbs. of equipment
• Ability to service our client base within a 30 mile radius of Greenwich office

• Fundamental knowledge of client/server, Active Directory and Operating system technologies to identify and correct issues in client computer systems
• Strong technical skills in the following areas:
• Duo Security and other two factor authentication applications
• Microsoft Exchange Administration
• Familiarity with Azure Active Directory
• Familiarity with Office 365 admin portal
• Citrix XenApp
• Publish/Manage Citrix applications
• Removing hung sessions
• Familiarity with Citrix director and Citrix studio a plus
• Troubleshoot hardware (video cards, USB & peripheral devices and drivers, etc.)
• Mobile device management technologies (Intune and Xen Mobile)
• Understanding of networking concepts
• VMware vSphere
• Virtual server administration:
• Disk remediation
• Increasing resources, RAM CPU
• Managing and viewing GPO's
• Troubleshooting server performance
• Configuring and managing server roles
• Install, configure & manage print queues
• Troubleshoot DNS, DHCP and TCP/IP issues

• Self-motivated, detail-oriented and organized
• Excellent communication (oral and written), collaboration, organizational, and presentation skills
• Ability to manage/troubleshoot hardware (video cards, USB & peripheral devices and drivers)
• Ability to troubleshoot ActiveSync and other mobile device technologies
• Ability to work independently and efficiently to meet deadlines
• Ability to assess and prioritize work in a fast-paced environment
• Ability to manage resources both laterally & vertically

• HS diploma required
• Bachelor's degree a plus
• Technical certifications and training a plus
• Valid Driver's License and working Vehicle
• 3 years minimum experience in a relevant field
• GREAT ATTITUDE, team player, always willing to pitch in and take on new tasks
• Proactive/flexible nature - if you see something that can be improved, suggest it

• Competitive compensation
• Robust benefits package: medical, dental, vision, disability, life insurance, 401k, and PTO
• Exposure to diverse array of technologies
• Part of a team of experienced technicians that aim to deliver exceptional service
• Opportunities to further technical education through certification programs
• Positive, friendly, supportive office environment
• Workplace perks such as healthy snacks, wellness programs, and fun events

Vaco Boston has partnered with our client to help find a Client Support Analyst to join its team.

Overview:
The Client Support Analyst plays a vital role on the Client Services team, reporting to the Client Support Manager. This role requires strong communication, organization, and troubleshooting skills, with the ability to manage multiple client issues and prioritize effectively.

Key Responsibilities:

• Respond to client calls and requests using established support procedures
  
• Troubleshoot and resolve client issues using support software
  
• Prioritize and escalate client issues as needed
  
• Provide timely updates to clients and internal teams
  
• Maintain support documentation (guides, tips, FAQs)
  
• Process hardware orders through vendor portals
  
• Represent the company professionally with clients and vendors
  
• Collaborate with internal teams to deliver excellent client service
  
• Work flexible hours as needed for support coverage

• Bachelor's degree or 3 years of relevant experience
  
• Customer support experience (software preferred)
  
• Familiarity with healthcare services is a plus

• Strong troubleshooting and problem-solving abilities
  
• Clear verbal and written communication
  
• Team player with a client-first mindset
  
• Able to manage multiple tasks and priorities
  
• Quick to learn new software tools
  
• Focused on improving support processes and client satisfaction

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.