Sr. Client Relations Specialist

4 months ago

Kansas City, United States SS&C Technologies Full time

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 - Fund Event Team

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

Get To Know The Team

SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry's leading retirement plan providers by offering tailored solutions that help drive providers' vision, reinforce their value proposition, and support their strategic goals. Associates leverage their business and industry experience and collaborate extensively with clients and internal business resources.

Client Relations-Fund Event is responsible for supporting numerous valued clients who manage investment vehicles on TRAC. The team oversees merger effects, stock splits, and fund name changes. Due to the high volume and financial risk involved, it requires dedicated time to successfully manage monthly events. The team collaborates effectively with internal teams and leverages systems to achieve this.

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:
  • Oversee fund events including monitoring calendar, requesting and reviewing impact scans, working with internal departments to execute events
  • Communicate with our business partners on an ongoing weekly basis to review all fund event activity
  • Become a Subject Matter Expert on SS&C Retirement Solutions system functionality and products
  • Prioritize client requests based on impact and severity of the issue
  • Apply strong problem-solving skills to research and resolve client-reported issues
What You Will Bring:
  • Bachelor's degree and 2 years of work-related experience or Master's degree or 4 years equivalent work-related experience
  • Knowledge of retirement plan industry is preferred
  • Customer Service experience
  • Attention to detail
  • Curiosity and the desire to learn
  • Excellent verbal and written communication skills
  • Efficient time management with strong organizational skills and able to work in a fast-paced team environment
  • SQL, PowerSelect, or TSO knowledge a plus
  • 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.

#LI-JS1-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.

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