Client Relations Specialist

4 weeks 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: Client Relations Specialist - Triage Support

Location: Hybrid - Braintree Hill Park, MA metro area ONLY

Get To Know The Team:

The Client Support team works closely with all functional teams across the organization to facilitate the resolution of client reported issues, service requests, and/or operational issues. The team serves as an extension of the Relationship Management team supporting TRAC clients. The Client Relations Specialists are crucial in maintaining client satisfaction and ensuring smooth operations for effective retirement solutions.

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:
  • Client Issue Resolution: Researching and resolving client-reported issues, where your strong problem-solving skills shine and make a real difference.
  • Prioritization: Master the art of assessing and prioritizing client requests based on their impact and urgency, ensuring every client feels valued.
  • Technical Troubleshooting: Join forces with talented programmers to uncover and resolve system defects. Your input is valued and pivotal to our success.
  • Communication: Transform complex concepts into clear, relatable explanations that resonate with clients, enhancing their understanding and confidence.
  • Support: Be the cornerstone of our commitment, providing around-the-clock assistance for retirement plan clients and ensuring their peace of mind.
  • Expertise Development: Becoming a subject matter expert on the functionality and products of retirement solutions systems. Your knowledge will empower both you and our clients.
  • Collaboration: Partner with product owners and development teams to address system needs, driving innovation and efficiency together.
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 - Retirement Plan Services experience a MUST
  • Knowledge of retirement plan industry is REQUIRED
  • Customer Service experience as it relates to Retirement Services
  • Attention to detail, Multitasking skills, Curiosity and the desire to learn
  • Ability to communicate concisely and effectively verbally and in writing
  • Efficient time management with strong organizational skills and able to work in a fast-paced team environment
  • Solid computer skills and general knowledge of qualified plan systems like TRAC
  • Able to work in the local office 6 days per month.
  • SQL, PowerSelect, or TSO knowledge 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.

#JS-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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