Associate Client Relations Specialist

Remote Full-time
SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with a global presence. They are seeking an Associate Client Relations Specialist who will develop and maintain strong client relationships, manage inquiries, and oversee service delivery in the Retail Alternative Investment division. Responsibilities Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction Investigate and resolve complex client issues, offering clear and concise solutions Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning Skills Bachelor's degree or equivalent work experience 1-2 years of experience working in client facing role ideally with intermediaries within financial services, with a preference for experience in transfer agency Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided) Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies 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 Overview SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It was founded in 1986, and is headquartered in Windsor, Connecticut, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship SS&C Technologies has a track record of offering H1B sponsorships, with 105 in 2025, 59 in 2024, 74 in 2023, 35 in 2022, 30 in 2021, 21 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now

Similar Opportunities

Medical Records Associate

Remote Full-time

[Remote] Business Development Representative for Wound Care Supplies

Remote Full-time

Allstate Sales Agent

Remote Full-time

Business Consultant

Remote Full-time

Machine Learning Engineer - Data Foundation and AI

Remote Full-time

Assistant 3D CAD Designer - Fashion/Garment, tristate required.

Remote Full-time

[Remote] Data Analyst

Remote Full-time

[Remote] Payment Advisor - Merchant Services Business Banking

Remote Full-time

Process Engineer 1

Remote Full-time

[Remote] Community Engagement Specialist, Los Angeles County

Remote Full-time

[Remote] Account Executive

Remote Full-time

Experienced Entry-Level Online Data Entry Specialist for Blithequark – No Prior Experience Required for Remote Work Opportunities

Remote Full-time

Experienced Overnight Remote Customer Service Representative – Delivering Exceptional Support from Home with blithequark

Remote Full-time

**Experienced Full Stack Customer Support Representative – Live Chat and Streaming Services**

Remote Full-time

Remote Part-Time Opportunity: Apple Support Online College Program At Home Advisor

Remote Full-time

**Experienced AP History Instructor – Full‑Time & Part‑Time Opportunities for AP U.S., World, Human Geography, Economics & Government Courses (Remote & Irvine, CA)**

Remote Full-time

HR Business Partner – Healthcare IT / Remote U.S.

Remote Full-time

Part-Time blithequark Data Entry Remote Jobs: Flexible Hours, Competitive Pay, and Career Growth Opportunities

Remote Full-time

Associate Manager, Brand and Music Publicity

Remote Full-time

Experienced Part-Time Remote Customer Service Representative – Flexible Work from Home Opportunities with arenaflex

Remote Full-time
← Back to Home