Relationship Manager

SS&C Technologies

Client Relationship Manager at SS&C managing key client relationships in financial services and healthcare. Achieving sales targets and ensuring customer satisfaction across multiple stakeholders.

Posted 7/22/2026full-timeMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive client relationship management experience, with a strong focus on financial and numerical skills, P&L understanding, and knowledge of the fund management industry. Capable of driving process improvements and ensuring customer satisfaction through effective communication and analytical abilities.

Highest-signal resume keywords

Client Relationship ManagementFinancial And Numerical SkillsP&L UnderstandingFund Management Industry KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue ForecastingTransfer Agency KnowledgeFund Administration KnowledgeFund AccountingAnalytical Skills

Soft Skills

Communication SkillsVerbal Reasoning

Industry Keywords

Front Office OperationsMiddle Office OperationsBack Office OperationsClient Service ModelBusiness Strategy

About the role

Key responsibilities & impact

Maintain and develop personal relationships with key and senior client contacts internally and externally.
Ensure a detailed understanding of our client's and prospects business, products, strategy, requirements and understand the impact on SS&C’s service offering.
Ability to engage effectively at the C-suite level with SS&C clients, demonstrating deep industry knowledge to build credibility and executive gravitas.
Liaise with Leads and Heads of internal business areas to monitor and ensure timely and quality service provided.
Achieve Year on Year Growth and individuals / team sales targets through understanding the financial drivers of stakeholders.
Drive and lead capability workshops with clients through a deep understanding of SS&C’s products, services, and technologies and how these can add value to a client's business.
Lead all commercial and contractual relationships for clients.
Work with our clients and SS&C teams to always ensure customer satisfaction and communicate with internal stakeholders and Directors of any potential areas of concern.
Senior point of contact for escalations and owns the resolution process from beginning to end.
Drive process improvement and change through awareness of all clients change requests/projects and how they fit into their strategic roadmap of change.
Responsible for provision of relevant information to client contacts and internal stakeholders in a timely manner and in an appropriate format.

Requirements

What you’ll need

5+ Year’s client relationship management experience.
Proven financial and numerical skills are a must.
Deep understanding of P&L and revenue forecasting.
Understanding of the fund management industry in Australia and front, middle and back-office operations.
Detailed knowledge of Transfer Agency and Fund Administration including Fund Accounting and associated services for fund managers.
A good understanding of the client service model, business strategy, structure, and product offering.
Excellent Communication skills.
Good analytical skills.
Good verbal reasoning and numeric skills.

Benefits

Comp & perks

Flexibility : Hybrid Work Model
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!