Senior Associate, Client Relations Specialist

SS&C Technologies

. Develop and maintain exceptional client relationships .

Posted 11/5/2026full-timeUnited StatesSenior💰 $45,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and operational performance skills, with a focus on problem-solving and analytical abilities in financial services. Proficient in utilizing tools like JIRA and Excel to enhance service delivery and support client needs effectively.

Highest-signal resume keywords

Client Relationship ManagementFinancial Services ExperienceProficiency in JIRAProblem-Solving SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisNumerical ReasoningProject ManagementService Delivery PlanningOperational Performance Management

Soft Skills

Excellent Communication SkillsSelf-MotivationTeam CollaborationTime ManagementAdaptability

Tools & Technologies

JIRAChorus/AWDTA20003270Excel

Industry Keywords

Transfer AgencyInvestor ServicesBroker Dealer OperationsClient SupportService Incident Resolution

About the role

Key responsibilities & impact

Develop and maintain exceptional client relationships
Provide and oversee support and service activities for designated clients
Manage tactical and strategic operational needs and issues to the highest level of satisfaction
Ensure quality service and operational performance within program and delivery standards
Develop understanding of client businesses and product installations to identify service needs and plan service delivery
Drive use of proactive service and support mechanisms to reduce client downtime and support costs
Act as primary client contact to coordinate resolution of service incidents and escalation of technical issues
Collaborate with sales and support groups to demonstrate the value of support offerings and identify expanded support business opportunities
Lead small, moderately complex projects and work on complex tasks requiring judgment, resourcefulness, and self-initiative
Evaluate wide-ranging and complex issues and develop creative solutions
Recommend new procedures

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
2+ years of client-facing work-related experience required in financial services
Strong preference for experience in transfer agency, investor services, or broker dealer operations
Excellent written and verbal communication skills
Problem-solving and numerical reasoning skills; ability to analyze data and take action
Career-oriented, highly motivated, and self-starting
Ability to work in a fast-paced, team environment
Efficient time management with strong organizational skills
Ability to learn quickly and adapt to new systems, processes, plans, and programs
MUST HAVE proficiency in tools such as JIRA, Chorus/AWD, TA2000, and 3270
Strong Excel skills preferred
Must be willing to work onsite at least 6 days per month
Ability to work specified hours: 7:00 AM–4:00 PM MT / 8:00 AM–5:00 PM CT / 9:00 AM–6:00 PM ET

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Paid holidays
Parental leave
Professional development reimbursement opportunity
Annual discretionary bonus eligibility
Potential equity awards, such as restricted stock units or stock options