SS&C Technologies

Client Account Manager

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Melbourne • 🇦🇺 Australia

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Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • 3-5+ Year’s account management experience
  • Account management or client facing experience for a superannuation fund or a fund administrator.
  • Strong communication and presentation skills with the ability to articulate solutions clearly and concisely.
  • 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.
  • Experience working with technology solutions desirable.
  • Experience in Wealth Management desirable.
  • Experience in Fund Administration desirable.
Benefits
  • Income Protection Insurance & Salary Continuance
  • Generous Bereavement & Compassionate leave
  • Private Health Insurance discount
  • Primary & Secondary Paid Parental leave
  • Death & TPD Insurance
  • Discounts on fitness clubs, travel and more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account managementreportingcontract managementprocess improvementCRM management
Soft skills
communication skillspresentation skillsstakeholder managementrelationship buildingcustomer satisfaction
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