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SS&C

Cloud-based SaaS for financial operations

Client Relations Specialist

Customer SuccessConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree, or a high school diploma or equivalent with a minimum of two years of related experience.
  • Strong client service and relationship management skills, with a commitment to delivering exceptional customer experiences.
  • Excellent verbal and written communication skills for professional interaction with clients and internal stakeholders.
  • Strong organizational and time management skills, including the ability to prioritize multiple requests and meet deadlines.
  • Analytical and problem-solving abilities, sound judgment, and attention to detail.
  • Ability to work independently with limited supervision while collaborating effectively across teams.
  • Ability to learn and understand client business operations, products, systems, and service delivery processes.
  • Proficiency in Microsoft Office applications and comfort learning new technology platforms.
  • Adaptability and a proactive approach to identifying solutions and improving client satisfaction.

Responsibilities

  • Build and maintain strong client relationships as a primary point of contact for day-to-day service and operational needs.
  • Coordinate client support activities to ensure inquiries, service requests, and operational issues are addressed accurately and efficiently.
  • Monitor service delivery and operational performance for alignment with quality standards, client expectations, and service-level commitments.
  • Develop an understanding of client business operations, products, and systems to anticipate needs and provide proactive service solutions.
  • Partner with internal technical, operational, and support teams to troubleshoot issues, coordinate resolutions, and manage escalations.
  • Communicate timely updates to clients and internal stakeholders about service requests, incident resolution, and ongoing initiatives.
  • Identify opportunities to improve service delivery, enhance operational efficiencies, and strengthen the client experience.
  • Collaborate with sales and internal support teams to demonstrate the value of SS&C's services and identify opportunities for additional client support.
  • Support client-related projects and initiatives, applying sound judgment and problem-solving skills to address moderately complex issues.
  • Maintain accurate documentation of client interactions, service activities, and issue resolutions.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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