Client Relationship Management - Assoc Director

Company: SS&C
Location: New York
Posted on: March 20, 2023

Job Description:

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 DescriptionSS&C is looking for an Associate Director to join our growing Client Relationship Management team to help service our fund Administration team. This role is a hybrid role working out of our main hubs of Boston, MA or New York (Manhattan).Position Responsibilities:

• Owning and pro-actively managing a portfolio of key client relationships
• Ensuring all SS&C service levels meet or exceed client expectations
• Building trusted relationships with the Clients' key contacts (CFO, COO, etc.)
• Capturing client feedback to drive strategic change initiatives and trend analysis
• Organizing and chairing formal service level review meetings with clients
• Articulating the benefits of SS&C services and business model to clients
• Incorporating client initiatives, needs, and structures into formal account plans
• Fostering strong internal working partnerships within all SS&C service areas
• Identifying cross-selling opportunities within existing client base
• Developing and translating MIS into process / service enhancement recommendations
• Working closely with sales team and contributing to marketing efforts
• Maintaining knowledge of industry trends and their potential impact on SS&C
• Occasional travel is requiredPosition Qualifications:
  • Bachelor's Degree
  • Minimum of 7 years experience in financial services (preferably investment banking, asset management, and a general understanding of hedge, private equity and real asset structures/business
  • Demonstrable communication, relationship, and team skills
  • High level of comfort preparing and leading client presentations
  • Significant degree of self-motivation and direction
  • Tact, professionalism, and savvy in resolving escalated client issues
  • Ability to generate ideas, leverage MIS, and suggest process improvements
  • Experience working closely with senior-level management
  • Related experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus
  • Experience in investment banking, asset management, private funds, capital markets a plus#LI-AK; #LI-HybridUnless 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.

Keywords: SS&C, New York , Client Relationship Management - Assoc Director, Executive , New York, New York