SS&C Technologies · 2 weeks ago
Associate Manager, Financial Client Relations Specialist
Waltham, MA
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $115K/yr
5+ years expSS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut. The Associate Manager, Financial Client Relations Specialist will manage communication between financial intermediaries and clients, ensuring high levels of client satisfaction and operational performance.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Develops and maintains exceptional intermediary relationships
Provides and oversees support and service activities for a designated intermediaries or group of intermediaries, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction
Ensures quality service and operational performance within the parameters of program and delivery standards
Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs
Acts as a primary point of intermediary contact to coordinate resolution of service incidents and escalation of technical issues
Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business
Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative
Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions
Qualification
Required
Bachelor's degree or equivalent work experience
5+ 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
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 use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
Must be willing to work on site at least 6 days/month
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase