Associate Manager – Client Relations Specialist
Job in
Greeley, Weld County, Colorado, 80639, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Business
Client Relationship Manager, Business Administration
Job Description & How to Apply Below
Responsibilities
- Establish & lead collaborative relationships between customers and the SS&C organization
- Communicate with customers via conference calls, written electronic correspondence, and in face‑to‑face meetings
- Educate customers on implementing our products and services
- Analyze, anticipate, and identify customer needs and recommend innovative solutions
- Complete system change requests
- Research and resolve any system issues reported by customers
- Leverage extensive in‑house training programs for industry knowledge and product expertise
- Mentor & lead less experienced associates
- Establish work priorities, plan projects, and ensure timelines are met
- Prepare status reports for customers
- Coordinate face‑to‑face meetings with customers onsite and at their location
- Ensure contractual obligations are achieved
- Assist with budgeting, billing, and contract administration
- Assist in onboarding new customers as they transition to SS&C's industry leading solutions
- Bachelor’s degree and 3+ 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
- Strong project management 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 business productive tools such as word processing, spreadsheets, data management, project management, and presentations
- Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
- project management
- data analysis
- numerical reasoning
- problem solving
- communication
- teamwork
- time management
- organizational skills
- leadership
- mentoring
- customer relationship management
- adaptability
- self‑motivation
Position Requirements
10+ Years
work experience
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