Associate Manager, Client Relationship Management

Location: Hybrid in Kansas City, Missouri, United States

Company

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

What you will do

• Support alternative investment clients and provide backup coverage for team members.
• Oversee daily reconciliation of purchase and sales trading activity between wirehouses and fund sponsors.
• Maintain control reporting and ensure discrepancies are identified, investigated, escalated, and resolved promptly.
• Lead daily workflows, priorities, operational deadlines, and team performance.
• Monitor JIRA tickets and shared inbox activity to ensure timely follow-up.
• Collaborate with wirehouses, fund sponsors, and internal teams while identifying process improvements.

Requirements

• Bachelor’s degree or equivalent experience.
• 3+ years of client-facing experience in financial services, banking, reconciliation, accounting, or a similar field.
• Strong written and verbal communication, problem-solving, operations, and data analysis skills.
• Proficiency in Excel and strong organizational and time-management skills.
• Ability to learn new systems and processes and work effectively in a fast-paced team environment.

Nice to have

• 3+ years of leadership experience.
• Experience with Word, JIRA, Chorus/AWD, TA2000, or 3270.

Culture & Benefits

• Work with financial services experts, modern platforms, and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.