Client Relations Manager

SS&C Technologies

Client Relations Manager responsible for client satisfaction and relationship management in financial services. Engaging with clients, identifying growth opportunities, and collaborating with internal teams.

Posted 8/3/2026full-timeKansas City • Kansas, Massachusetts, Montana, New Jersey, New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, with a strong focus on client satisfaction, communication, and problem-solving within the financial services or FinTech industry. Proficient in utilizing CRM software and presenting insights to drive service improvements and product development.

Highest-signal resume keywords

Client Relationship ManagementFinancial Technology SolutionsCRM Software ProficiencyCommunication SkillsProblem-Solving Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client RelationsAccount ManagementInvestment Data UnderstandingFund AdministrationAnalytical Abilities

Soft Skills

Interpersonal SkillsPresentation SkillsProactive ApproachTeam Collaboration

Tools & Technologies

SalesforceMicrosoft Office Suite

Industry Keywords

Financial ServicesFinTechService Level AgreementsClient SatisfactionCross-SellingUp-Selling

About the role

Key responsibilities & impact

Serve as the dedicated relationship manager for a portfolio of assigned SS&C GIDS clients, understanding their business needs and strategic objectives.
Proactively engage with clients through regular communication (calls, emails, meetings) to ensure high levels of satisfaction and identify potential issues or opportunities.
Act as a liaison between clients and internal teams (e.g., product, operations, support, sales) to resolve inquiries, escalate issues, and communicate service enhancements.
Onboard new clients, ensuring a smooth transition and understanding of SS&C GIDS products and services.
Identify opportunities for cross-selling and up-selling additional SS&C GIDS products and services to existing clients, collaborating with the sales team as appropriate.
Conduct regular client reviews, including performance metrics, service level agreements, and future roadmap discussions.
Gather client feedback and insights to contribute to product development and service improvement initiatives.
Prepare and present reports on client activity, satisfaction, and potential risks to senior management.
Maintain accurate and up-to-date client information within the CRM system.
Stay informed about industry trends, competitor activities, and regulatory changes that may impact clients.

Requirements

What you’ll need

Bachelor's degree in Business Administration, Finance, Economics, or a related field.
5+ years of experience in client relations, account management, or a similar client-facing role within the financial services or FinTech industry.
Strong understanding of investment data, fund administration, and/or financial technology solutions.
Proven track record of building and maintaining strong client relationships and driving client satisfaction.
Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
Strong problem-solving and analytical abilities, with a proactive approach to identifying and resolving client issues.
Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to travel occasionally 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