Retirement Plan -Senior Client Relations Specialist (PA2024102101)

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Retirement Plan - Client Relations Specialist

Location: Hybrid - Kansas City, MO or Braintree, MA

Get To Know The Team: Provides daily client support and prepares clients for project/product implementation. Develops client solutions and manages associated tasks within own division. Analyzes root cause, understands the scope and impact of a problem, and prioritizes and escalates issues appropriately. Gathers information to produce internal and external reporting. Reviews client-documented procedures and provides change recommendations; upon client approval, creates internal procedures and publishes/maintains it in the appropriate system. Demonstrates proficient business, product, and tool knowledge and is able to support a greater number of more complex clients. Assists with Request for Proposals and participates in development initiatives that cross the organization.

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:

• Act as a primary point of client 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.
• Intermediate professional working on projects of a moderate scope or on varied tasks that require resourcefulness, self-initiative, and significant independent judgement.
• Demonstrates a developing functional knowledge to evaluate the implications of issues and make recommendations for solutions.
• Guides less experienced team members.
• May recommend new procedures.
• Anticipate, research, and solve complex problems.
• Collaborate with others for continuous learning and knowledge share opportunities.
• Support several TRAC BPO clients with report management, invoicing and projects.

What You Will Bring:

• Master's degree or Bachelor's degree and 2 years of work-related experience or 4 years equivalent work-related experience
• Customer Service experience with 2-4 years related directly to the financial services or retirement services preferred.
• Abilities to analyze and problem-solving, communication; written and verbal, interpersonal skills and attention to details
• Efficient time management with strong organizational abilities and an agile-mindset
• Collaborate with less experienced team members while providing guidance.
• Knowledge of SS&C products, services, and service practices to provide superior customer services
• Able to work in the local office 4-6 days per month.

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.

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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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