Associate Manager – Client Relations Specialist

SS&C Technologies

Client Relations Specialist managing customer relationships for a leading financial services company. Establishing collaborative client partnerships and addressing their needs effectively.

Posted 6/11/2026full-timeKansas City • Colorado, Illinois, Kansas, Massachusetts, Montana, Ohio, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Establish & lead collaborative relationships between customers and the SS&C organization
Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
Educate customers on implementing our products and services
Analyze, anticipate, and identify customer needs and recommend innovative solutions
Complete system change requests
Research and resolve any system issues reported by customers
Leverage extensive in-house training programs for industry knowledge and product expertise
Mentor & lead less experienced associates
Establish work priorities, plan projects, and ensure timelines are met
Prepare status reports for customers
Coordinate face-to-face meetings with customers onsite and at their location
Ensure contractual obligations are achieved
Assist with budgeting, billing, and contract administration
Assist in onboarding new customers as they transition to SS&C's industry leading solutions

Requirements

What you’ll need

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 skills
Strong project management skills
Problem solving and numerical reasoning skills; ability to analyze data and take action
Career oriented, highly motivated, and self-starting individual
Ability to work in a fast paced, team environment
Efficient time management with strong organizational skills
Ability to quickly learn and adapt to new systems, processes, plans, and programs
Proficiency in use of business productive tools such as word processing, spreadsheets, data management, project management, and presentations
Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel

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

project managementdata analysisnumerical reasoningproblem solving

Soft Skills

communicationteamworktime managementorganizational skillsleadershipmentoringcustomer relationship managementadaptabilityself-motivation