Associate Manager, Client Relationship Manager
3 weeks ago
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
Associate Manager, Client Relationship Management
Locations: Dallas, TX| Atlanta, GA | Hybrid
Why You Will Love It Here
- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more
- 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 required
- Bachelor's Degree
- Minimum of 3+ 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
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.
#LI-DE1
#LI-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.
-
Associate Manager, Client Relationship Manager
2 weeks ago
Atlanta, United States SS&C Full timeAssociate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted Yesterday job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...
-
Client Service Associate
1 week ago
Atlanta, United States The Judson Group Full timeClient Service Associate – Wealth Management | Atlanta, Georgia Reference Number: MHH7467 Location: Atlanta, Georgia Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment...
-
Client Relationship Management
2 weeks ago
Atlanta, United States Willis Towers Watson Full timeClient Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Senior Care Client Relationship Director is the primary client lead...
-
Client Relationship Management
3 days ago
Atlanta, United States WTW inc. Full timeClient Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Senior Care Client Relationship Director is the primary client lead...
-
Client Relationship Management
2 weeks ago
Atlanta, United States Willis Towers Watson Public Limited Company Full timeEstablish and manage a team of Senior Care P&C experts including sales and service professionals, focused on the Senior Care industry Initiate and coordinate the development of products, services, analytics, and other resources to support our Senior Client Relations, Relationship, Industry, Management, Senior, Senior Care, Technology
-
Associate Client Advocate
1 week ago
Atlanta, Georgia, United States WTW Full timeThe Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.The Associate...
-
Atlanta, United States Tanner Ballew and Maloof, Inc. Full timeTanner, Ballew & Maloof, Inc. is an Independent Commercial Insurance Agency in Atlanta, Georgia. Formed in 1993, TBM works primarily with Middle Market and Large Businesses that can benefit from a more focused risk management approach to insurance. Our Account Executives and Account Managers are hand-picked from our industry for their experience, knowledge...
-
Atlanta, United States Baldwin Risk Partners Full timeTanner, Ballew & Maloof, Inc. is an Independent Commercial Insurance Agency in Atlanta, Georgia. Formed in 1993, TBM works primarily with Middle Market and Large Businesses that can benefit from a more focused risk management approach to insurance. Our Account Executives and Account Managers are hand-picked from our industry for their experience, knowledge...
-
Wealth Management Client Associate
1 week ago
Atlanta, Georgia, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Vendor Relationship Manager
3 weeks ago
Atlanta, United States Crescens Full timeJob Title: Vendor Relationship ManagerLocation: Atlanta, GA-HybridDuration: 12 MonthsJob Description:The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required...
-
Client Operations Manager
2 weeks ago
Atlanta, United States Corps Team Full timeOur client, a leading independent investment management firm, is seeking an experienced Client Operations Manager for a 6 month contract in Atlanta, GA. This position is hybrid with 2 days on site, and 3 days remote. Summary Your role as a Client Ope Operations Manager, Operations, Relationship Manager, Manager, Client Service, Management, Business Services,...
-
Atlanta, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
-
Atlanta, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Registered Client Relationship Analyst
2 days ago
Atlanta, United States M S CO Full timeDescription: POSITION SUMMARY Registered Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their investment objectives. This is...
-
Client Services Manager
4 weeks ago
Atlanta, United States The Stepping Stones Group, LLC Full timeClient Services Manager/Business Development- onsite only- not remote The Stepping Stones Group- 2300 Windy Ridge Parkway SE, Atlanta, GA The Stepping Stones Group is the nation's leader in providing special education services to school districts nationwide. We pride ourselves in are hiring providers to fill positions in the school districts to make a...
-
Client Services Manager
3 weeks ago
Atlanta, United States The Stepping Stones Group, LLC Full timeClient Services Manager/Business Development- onsite only- not remote The Stepping Stones Group- 2300 Windy Ridge Parkway SE, Atlanta, GA The Stepping Stones Group is the nation's leader in providing special education services to school districts nationwide. We pride ourselves in are hiring providers to fill positions in the school districts to make a...
-
Client Services Manager
3 weeks ago
Atlanta, United States The Stepping Stones Group, LLC Full timeClient Services Manager/Business Development- onsite only- not remote The Stepping Stones Group- 2300 Windy Ridge Parkway SE, Atlanta, GA The Stepping Stones Group is the nation's leader in providing special education services to school districts nationwide. We pride ourselves in are hiring providers to fill positions in the school districts to make a...
-
Associate Client Advocate
5 days ago
Atlanta, United States Willis Towers Watson Full timeThe Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts. The...
-
Client Service Associate
4 weeks ago
Atlanta, United States TalentLink Solutions Full timeWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our...
-
Client Service Associate
4 weeks ago
Atlanta, United States TalentLink Solutions Full timeWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our...