Senior Associate, Client Relations Specialist

SS&C Technologies

Client Relations Specialist managing client communication and satisfaction in financial services. Engaging with clients on investments and ensuring operational excellence in service delivery.

Posted 7/7/2026full-timeKansas City • Colorado, Kansas, Massachusetts, Montana • 🇺🇸 United StatesSenior💰 $45,000 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

Develops and maintains exceptional client relationships.
Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
Ensures quality service and operational performance within the parameters of program and delivery standards.
Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
Acts as a primary point of client contact to coordinate resolution of service incidents and escalation of technical issues.
Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.
Recommends new procedures.

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
2+ years of client facing work-related experience required in financial services, with a preference for experience in transfer agency, investor services or wire house.
Excellent written and verbal communication 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
MUST HAVE proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
Must be willing to work on site at least 6 days/month

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data AnalysisProblem SolvingNumerical ReasoningOrganizational SkillsTime Management

Soft Skills

Excellent Communication SkillsSelf-MotivatedTeam CollaborationAdaptability