Sr. Client Relations Specialist

64101 Kansas City, Missouri SS&C Technologies

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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 DescriptionSr. Client Relations SpecialistLocations: Kansas City, MO; Boston, MA; Braintree, MA | HybridWhy You Will Love It Here! Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeansYour Future: 401k Matching Program, Professional Development ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid HolidaysYour Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental LeaveWide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C UniversityExtra Perks: Discounts on fitness clubs, travel and more!What You Will Get To Do:Establish & lead collaborative relationships between customers and the SS&C organizationCommunicate with customers via conference calls, written electronic correspondence, and in face-to-face meetingsEducate customers on implementing our products and servicesAnalyze, anticipate, and identify customer needs and recommend innovative solutionsComplete system change requestsResearch and resolve any system issues reported by customersLeverage extensive in-house training programs for industry knowledge and product expertiseMentor & lead less experienced associatesEstablish work priorities, plan projects, and ensure timelines are metPrepare status reports for customersCoordinate face-to-face meetings with customers onsite and at their locationEnsure contractual obligations are achievedAssist with budgeting, billing, and contract administrationAssist in onboarding new customers as they transition to SS&C's industry leading solutionsWhat You Will Bring:Bachelor's degree and 3+ 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 skillsStrong project management skillsProblem solving and numerical reasoning skills; ability to analyze data and take actionCareer oriented, highly motivated, and self-starting individualAbility to work in a fast paced, team environmentEfficient time management with strong organizational skillsAbility to quickly learn and adapt to new systems, processes, plans, and programsProficiency in use of business productive tools such as word processing, spreadsheets, data management, project management, and presentationsProficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft ExcelThank 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: #LI-RS1 #LI-HYBRIDUnless 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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Associate Client Relations Specialist

64101 Kansas City, Missouri SS&C Technologies

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Job Description

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 DescriptionClient Relations SpecialistLocations: 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 jeansYour Future: 401k Matching Program, Professional Development ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid HolidaysYour Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental LeaveWide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our EmployeesTraining: Hands-On, Team-Customized, including SS&C UniversityExtra 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 outOwnership of the daily client requests via emailStaying compliant the AWD queues and turnaround timesReviewing and completing JIRA Ticket requests for daily requests receivedResearch and resolve any system issues reported by customersIdentify and execute opportunities for process improvementBuild and maintain documentation of Service Intake Team deliverablesWhat 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 #HYBRIDUnless 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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