Associate Manager, Client Relations Specialist

SS&C Technologies

. Establish and lead collaborative relationships between customers and SS&C .

Posted 10/22/2026full-timeUnited StatesMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management, project management, and problem-solving within the financial services sector. Proficient in onboarding processes and ensuring customer satisfaction through effective communication and organizational skills.

Highest-signal resume keywords

Client Relationship ManagementProject ManagementProblem SolvingData AnalysisFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementNumerical ReasoningSystem Change RequestsContract AdministrationBudgetingOnboarding Processes

Soft Skills

Excellent Communication SkillsOrganizational SkillsTime ManagementTeam CollaborationMentoring

Tools & Technologies

Microsoft ExcelJIRAChorus/AWDTA20003270

Industry Keywords

Financial ServicesTransfer AgencyCustomer EducationContractual ObligationsSystem Issues Resolution

About the role

Key responsibilities & impact

Establish and lead collaborative relationships between customers and SS&C
Communicate with customers via conference calls, written electronic correspondence, and face-to-face meetings
Educate customers on implementing SS&C products and services
Analyze, anticipate, and identify customer needs and recommend innovative solutions
Complete system change requests
Research and resolve system issues reported by customers
Mentor and lead less experienced associates
Establish work priorities, plan projects, and ensure timelines are met
Prepare status reports for customers
Coordinate face-to-face meetings with customers onsite and at their location
Ensure contractual obligations are achieved
Assist with budgeting, billing, and contract administration
Assist in onboarding new customers transitioning to SS&C solutions

Requirements

What you’ll need

Bachelor’s degree and 3+ years of client facing work-related experience required, ideally in financial services, with a preference for experience in transfer agency
Excellent written and verbal communication skills
Strong project management skills
Problem solving and numerical reasoning skills; ability to analyze data and take action
Career oriented, highly motivated, and self-starting individual
Ability to work in a fast paced, team environment
Efficient time management with strong organizational skills
Ability to quickly learn and adapt to new systems, processes, plans, and programs
Proficiency in business productivity tools such as word processing, spreadsheets, data management, project management, and presentations
Proficiency in word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Extensive in-house training programs