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7 дней назад

Senior Associate, Client Relations Specialist (Financial Services)

45 000 - 105 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Associate, Client Relations Specialist (Financial Services): Managing client relationships, service delivery, product implementations, and operational issue resolution for alternative and traditional mutual funds with an accent on financial-services operations, client satisfaction, and cross-functional coordination. Focus on coordinating technical escalations, analyzing operational needs, leading moderately complex projects, and improving support procedures.

Location: Hybrid in Denver, CO; Kansas City, MO; or Dublin, OH. Must work onsite at least 6 days per month. Working hours are 7:00 AM–4:00 PM MT, 8:00 AM–5:00 PM CT, or 9:00 AM–6:00 PM ET.

Base salary: $45,000–$105,000 USD annually in Colorado, plus potential discretionary bonus and/or equity awards.

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

  • Develop and maintain client relationships for alternative and traditional mutual fund products.
  • Coordinate support and service activities for assigned clients, including client events and new product implementations.
  • Manage operational needs, service incidents, technical escalations, and issue resolution across SS&C support groups.
  • Assess client businesses and product installations to identify service needs and reduce downtime and support costs.
  • Collaborate with sales and support teams to demonstrate service value and identify expanded support opportunities.
  • Lead small, moderately complex projects, evaluate complex issues, develop solutions, and recommend new procedures.

Requirements

  • Bachelor’s degree or equivalent work experience.
  • At least 2 years of client-facing experience in financial services; transfer agency, investor services, or broker-dealer operations experience is strongly preferred.
  • Excellent written and verbal communication, problem-solving, numerical reasoning, and data-analysis skills.
  • Motivated, career-oriented, self-starting approach with the ability to work effectively in a fast-paced team environment.
  • Strong time-management and organizational skills; ability to learn quickly and adapt to new systems, processes, plans, and programs.
  • Required proficiency with tools such as JIRA, Chorus/AWD, TA2000, and 3270.
  • Ability to work the specified hours and onsite at least 6 days per month.

Nice to have

  • Strong Excel skills.

Culture & Benefits

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

Hiring process

  • Applications are accepted on an ongoing basis until the position is filled.
  • Apply through the SS&C careers website; unsolicited resumes from recruitment agencies are not accepted unless explicitly requested.

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