Senior Associate – Client Relations Specialist

SS&C Technologies

. Develop and maintain exceptional client relationships .

Posted 11/12/2026full-timeUnited StatesSenior💰 $45,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client relationship management and operational support capabilities, with a focus on delivering quality service and proactive solutions in financial services. Proficient in analyzing data and managing complex client needs while collaborating effectively with teams.

Highest-signal resume keywords

Client Relationship ManagementOperational Performance ManagementProblem-Solving SkillsFinancial Services ExperienceProficiency in Microsoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisNumerical ReasoningProject ManagementService Delivery PlanningQuality Assurance

Soft Skills

Excellent Communication SkillsTime ManagementOrganizational SkillsSelf-MotivatedTeam Collaboration

Tools & Technologies

Microsoft ExcelJIRAChorus/AWDTA20003270

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Financial ServicesTransfer AgencyInvestor ServicesWire HouseClient Support

About the role

Key responsibilities & impact

Develop and maintain exceptional client relationships
Provide and oversee support and service activities for designated clients
Manage client operational needs and issues to a high level of satisfaction
Ensure quality service and operational performance within program and delivery standards
Develop understanding of client business and product installations to identify service needs
Plan service delivery and drive proactive service and support mechanisms to reduce client downtime and support costs
Act as primary client contact to coordinate service incident resolution and escalation of technical issues
Collaborate with sales and support groups to demonstrate support value and identify expanded support business opportunities
Lead small, moderately complex projects or work on complex tasks requiring judgment and initiative
Evaluate 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
Preference for experience in transfer agency, investor services, or wire house
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 quickly learn and adapt to new systems, processes, plans, and programs
Proficiency in word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
Must be willing to work on site at least 6 days/month

Benefits

Comp & perks

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