Associate Director – Client Relationship Management

SS&C Technologies

Associate Director managing client relationships in financial services, fostering growth and client satisfaction through effective engagement. Leading strategic account management and overseeing seamless service delivery across various teams.

Posted 6/10/2026full-timeDenver • Colorado, Massachusetts, Montana, Ohio • 🇺🇸 United StatesSenior💰 $85,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and grow assigned client relationships, serving as the primary point of contact and trusted advisor.
Develop and execute strategic account plans to deepen client relationships, identify cross-selling opportunities, and drive revenue growth.
Proactively engage with clients to understand their evolving needs, challenges, and objectives, providing timely and effective solutions.
Coordinate with internal teams, including operations, legal, compliance, and product development, to ensure seamless service delivery and issue resolution.
Conduct regular client meetings and business reviews to discuss performance, service levels, and future initiatives.
Prepare and present client reports, performance metrics, and service updates.
Oversee the onboarding process for new clients, ensuring a smooth and efficient transition.
Identify and mitigate potential risks to client relationships, escalating issues as necessary.
Stay informed of industry trends, regulatory changes, and competitive landscape to provide valuable insights to clients.
Participate in client-facing presentations and sales pitches for prospective clients as needed.

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Economics, or equivalent experience.
Minimum of 7 years of experience in client relationship management, account management, or a related client-facing role within the financial services industry.
Must have 7 years of transfer agency experience
Ideal candidate will have in-depth knowledge of Interval Funds, Tender Offer Funds, Mutual Funds, and other alternative investment products.
Strong understanding of fund administration services, transfer agency, regulatory requirements, and industry best practices.
Exceptional communication, presentation, and interpersonal skills
Proven ability to manage client relationships, navigate complex issues and deliver a high level of service.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
Ability to travel periodically to client sites as required.

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client relationship managementaccount managementtransfer agencyfund administration servicesregulatory requirementspresentation skillscommunication skillsproblem-solvingstrategic planningrisk management

Soft Skills

interpersonal skillsteam coordinationclient engagementservice deliveryissue resolutionperformance metrics analysiscross-sellingadaptabilityinsight generationclient onboarding