Associate Manager. Client Relations Specialist - Hybrid (Financial Services)

Location: Kansas City, MO (hybrid)

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

• Establish and lead collaborative relationships between customers and SS&C through calls, written correspondence, and face-to-face meetings.
• Educate customers on product and service implementation, support onboarding, and recommend solutions based on customer needs.
• Complete system change requests and research and resolve system issues reported by customers.
• Plan projects, set priorities, track timelines, prepare customer status reports, and coordinate onsite customer meetings.
• Ensure contractual obligations are achieved and assist with budgeting, billing, and contract administration.
• Mentor less experienced associates and use in-house training to build industry and product expertise.

Requirements

• Bachelor’s degree and 3+ years of client-facing work-related experience.
• Excellent written and verbal communication skills.
• Strong project management skills.
• Problem-solving and numerical reasoning skills, including the ability to analyze data and take action.
• Career-oriented, highly motivated, and self-starting approach.
• Ability to work in a fast-paced team environment.
• Efficient time management and strong organizational skills.
• Ability to quickly learn and adapt to new systems, processes, plans, and programs.
• Proficiency with word processing, spreadsheets, data management, project management, presentations, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel.

Nice to have

• Client-facing experience in financial services, preferably in transfer agency.

Culture & Benefits

• Hybrid work arrangement in Kansas City, Missouri.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement and extensive in-house training.