Client Relations Specialist

SS&C Technologies

. Support Alternative Investment clients and provide backup coverage when other team members are out .

Posted 9/29/2026full-timeUnited StatesJuniorMid-Level💰 $19 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates proficiency in financial services and client support, with strong skills in Excel and effective communication. Capable of identifying process improvements and resolving issues with attention to detail.

Highest-signal resume keywords

Excel ProficiencyFinancial Services ExperienceClient SupportProcess ImprovementIssue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Excel ProficiencyFinancial ServicesBankingReconciliationAccounting

Soft Skills

Effective CommunicationAttention to DetailSelf-MotivatedOwnership of Issues

Tools & Technologies

JIRA

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Alternative InvestmentService Intake TeamComplianceDocumentation

About the role

Key responsibilities & impact

Support Alternative Investment clients and provide backup coverage when other team members are out
Own daily client requests received via email
Stay compliant with AWD queues and turnaround times
Review and complete JIRA ticket requests for daily requests received
Research and resolve system issues reported by customers
Identify and execute opportunities for process improvement
Build and maintain documentation of Service Intake Team deliverables

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
Some experience in financial services, banking, reconciliation, accounting, etc.
Excel proficiency
Ability to communicate clearly and effectively, both verbally and in writing
Attention to detail and ability to trace problems to their source and see resolution through to completion
Self-motivated, takes ownership of issues, recommends solutions, and appropriately applies relevant procedures
Must be willing to work on site at least 6 days/month
Must be willing to work 8 AM–5 PM Central Time

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Potential annual equity awards such as restricted stock units or stock options, based on individual and business performance