Associate Client Relations Specialist (Financial Services)

Location: Kansas City, Missouri, United States — Hybrid

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary platforms with industry expertise to support complex operations.

What you will do

• Process and verify complex financial transactions in line with established procedures and regulations.
• Serve as a primary point of contact for client inquiries and provide professional support.
• Handle escalated operational processing and specialized client requests.
• Collaborate with internal teams on client matters and operational initiatives.
• Participate in special projects assigned by management.
• Mentor and guide junior team members.

Requirements

• 1–2 years of experience in financial services or a related industry.
• Strong understanding of investment products and financial instruments.
• Proficiency in Microsoft Office.
• Strong analytical, problem-solving, organizational, written, and verbal communication skills.
• Ability to work independently and collaboratively while managing multiple priorities and deadlines.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Culture & Benefits

• Hybrid work environment in Kansas City.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.
• Exposure to modern platforms, industry experts, and large-scale enterprise environments.