Retirement Plan - Triage Client Relations Specialist (PA202407175.1)

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Title: Client Relations Specialist - Triage Support

Location: Hybrid - Braintree Hill Park, MA metro area ONLY

Get To Know The Team:

The Client Relations Specialist is a professional level role within our Retirement
Solutions Division and requires strong knowledge of Retirement Service industry.

The Client Support team works closely with all functional teams across the organization to facilitate the resolution of client reported issues, service requests, and/or retirement plan operational issues. The team serves as an extension of the Relationship Management team supporting TRAC clients. The Client Relations Specialists are crucial in maintaining client satisfaction and ensuring smooth operations for effective retirement solutions.

Why You'll Love It At SS&C!

• Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
• Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
• Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
• Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
• Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
• Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
• Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Will Get To Do:

• Investigating and resolving client issues related to account access, billing discrepancies, or plan changes.
• Prioritize client requests based on impact and severity of the issue
• Work with programmers to troubleshoot potential system defects/limitations
• Communicate complex concepts in client-friendly language
• Provide 24x7 Production Support to retirement plan clients
• Become a Subject Matter Expert on SS&C Retirement Solutions system functionality and products
• Collaborate with Product Owners and Development teams on system needs
• Provide clear and concise explanations of complex retirement plan features and policies.
• Staying informed about current retirement plan regulations and ensuring all client interactions comply with legal requirements.
• Performing necessary compliance checks on client transactions and account information.

What You Will Bring:

• Bachelor's degree and 2 years of Retirement Service Industry experience or Master's degree or 4 years equivalent Retirement Service Industry experience - Retirement Plan Services experience a MUST
• Strong knowledge of retirement plan industry is REQUIRED
• Customer Service experience as it relates to Retirement Services
• Attention to detail, Multitasking skills, Curiosity and the desire to learn
• Ability to communicate concisely and effectively verbally and in writing
• Efficient time management with strong organizational skills and able to work in a fast-paced team environment
• Solid computer skills and general knowledge of qualified plan systems like TRAC
• Able to work in the local office 6 days per month.
• Proficiency with relevant software and systems: SQL, PowerSelect, TSO

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#JS-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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