Client Engagement Liaison

SS&C Technologies

Provide operational consulting and execution support for investment operations initiatives at SS&C. Partner with clients and internal teams to optimize workflows and ensure smooth execution of processes.

Posted 6/28/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Provide operational consulting and execution support on projects such as fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations.
Conduct operational reviews to assess environments, ensuring optimal configuration, adoption of new functionality, and implementation of scalable, efficient workflows.
Advise on and support integrations across front, middle, and back-office systems, third‑party vendors, data warehouses, and reporting platforms.
Process and reconcile key asset servicing lifecycle events and non‑trading activities.
Document business and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts.
Architect and engineer OMS workflows to meet complex business and operational requirements.
Act as a subject‑matter expert for OMS functionality, providing escalation support for day‑to‑day operational issues as well as strategic client requests.
Ensure quality, accuracy, and completeness of all solutions delivered to clients.
Partner with internal teams

Requirements

What you’ll need

2+ years of relevant experience OR high school diploma with 4+ years of related experience.
Master’s degree OR Bachelor’s Degree
Demonstrated ability to manage projects of moderate complexity.
Strong problem-solving skills with the ability to make recommendations and decisions independently.
Excellent communication and client relationship management skills.
Ability to balance multiple priorities while maintaining attention to detail.
Prior experience in BPO, consulting, or client-facing roles strongly preferred

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

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Operational ReviewsAsset Servicing LifecycleWorkflow DesignIntegration SupportData Reconciliation

Soft Skills

Excellent CommunicationAttention to DetailAbility to Balance Priorities

Certifications

Bachelor's DegreeMaster's Degree