Client Relations Manager

• Serve as the dedicated relationship manager for a portfolio of assigned SS&C GIDS clients, understanding their business needs and strategic objectives.
• Proactively engage with clients through regular communication (calls, emails, meetings) to ensure high levels of satisfaction and identify potential issues or opportunities.
• Act as a liaison between clients and internal teams (e.g., product, operations, support, sales) to resolve inquiries, elevate issues, and communicate service enhancements.
• Onboard new clients, ensuring a smooth transition and understanding of SS&C GIDS products and services.
• Identify opportunities for cross-selling and up-selling additional SS&C GIDS products and services to existing clients, collaborating with the sales team as appropriate.
• Conduct regular client reviews, including performance metrics, service level agreements, and future roadmap discussions.
• Gather client feedback and insights to contribute to product development and service improvement initiatives.
• Prepare and present reports on client activity, satisfaction, and potential risks to senior management.
• Maintain accurate and up-to-date client information within the CRM system.
• Stay informed about industry trends, competitor activities, and regulatory changes that may impact clients.

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 5+ years of experience in client relations, account management, or a similar client-facing role within the financial services or Fin Tech industry.
• Strong understanding of investment data, fund administration, and/or financial technology solutions.
• Proven track record of building and maintaining strong client relationships and driving client satisfaction.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
• Strong problem-solving and analytical abilities, with a proactive approach to identifying and resolving client issues.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to travel occasionally to client sites as required.

Demonstrates expertise in client relationship management, with a strong focus on client satisfaction, communication, and problem-solving within the financial services or Fin Tech industry. Proficient in utilizing CRM software and presenting insights to drive service improvements and product development.

• Client Relationship Management
• Financial Technology Solutions
• CRM Software Proficiency
• Communication Skills
• Problem-Solving Abilities

• Client Relations
• Account Management
• Investment Data Understanding
• Fund Administration
• Analytical Abilities

• Interpersonal Skills
• Presentation Skills
• Proactive Approach
• Team Collaboration

• Financial Services
• Fin Tech
• Service Level Agreements
• Client Satisfaction
• Cross-Selling
• Up-Selling

• Salesforce
• Microsoft Office Suite