Current jobs related to Senior Client Engagement Specialist - Braintree, Massachusetts - SS&C Technologies
-
Senior Investment Control Specialist
3 weeks ago
Braintree, Massachusetts, United States SS&C Technologies Full timeSS&C is a leading global provider of investment and financial services and software tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is headquartered in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Approximately...
-
Community Engagement Specialist
2 weeks ago
Braintree, Massachusetts, United States lululemon Full timeJob SummaryThe Community Specialist is a key role in executing the store's community strategy, fostering relationships with local partners, and delivering a world-class guest experience. This position requires a strong ability to build connections, collaborate with team members, and drive community engagement.Key ResponsibilitiesCollaborate with store...
-
Caregiver - Senior Care Specialist
1 week ago
Braintree, Massachusetts, United States Sunrise Senior Living Full timeAbout the RoleWe are seeking a compassionate and dedicated Caregiver to join our team at Sunrise Senior Living. As a Care Manager, you will be responsible for providing high-quality care and services to our residents in our assisted living and reminiscence neighborhoods.ResponsibilitiesBuild meaningful relationships with residents and their families,...
-
Senior Audit Manager
2 months ago
Braintree, Massachusetts, United States Withum Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Audit Manager to join our team at Withum. As a Senior Audit Manager, you will be responsible for leading the engagement team staff on the planning and execution of audits, reviews, and compilations for our clients in the auto dealership industry.Key ResponsibilitiesLead the engagement team...
-
Senior Audit Manager
2 months ago
Braintree, Massachusetts, United States Withum Full timeAbout the RoleWe are seeking a highly experienced Senior Audit Manager to lead our Auto Dealership audit team. As a key member of our audit team, you will be responsible for planning and executing audits, reviews, and compilations to provide exceptional client service.Key ResponsibilitiesLead the engagement team in planning and executing audits, reviews, and...
-
Automotive Audit Senior Manager
2 months ago
Braintree, Massachusetts, United States Withum Full timeSenior Audit Manager for Automotive Dealerships at WithumAre you interested in becoming part of a firm that prioritizes both professional development and work-life balance? Withum, a prominent advisory and accounting firm, is on the lookout for a committed Senior Audit Manager specializing in automotive dealerships to enhance our dynamic team. In this...
-
Senior Audit Manager
3 weeks ago
Braintree, Massachusetts, United States Withum Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Audit Manager to lead our audit engagements for Auto Dealerships. As a key member of our team, you will be responsible for planning and executing audits, reviews, and compilations to provide exceptional client service.Key ResponsibilitiesLead the engagement team in planning and executing...
-
Senior IT Support Specialist
1 month ago
Braintree, Massachusetts, United States Vitra Health Full timeAbout Vitra HealthVitra Health is a leading provider of home health care and adult day health services, dedicated to delivering high-quality care to adults and seniors. Our mission is to improve access to quality home health care services and make a positive impact on the lives of our clients and their families.Job PurposeThe IT Support Specialist plays a...
-
Senior Audit Manager
1 month ago
Braintree, Massachusetts, United States Withum Full timeAbout the RoleWe are seeking a highly skilled Senior Audit Manager to lead our audit engagements for auto dealerships. As a key member of our team, you will be responsible for planning and executing audits, reviews, and compilations to provide exceptional client service.Key ResponsibilitiesLead engagement teams on audit planning and execution, ensuring...
-
Senior Audit Manager
4 weeks ago
Braintree, Massachusetts, United States Withum Full timeAbout the RoleWe are seeking a highly skilled Senior Audit Manager to lead our Auto Dealership audit team. As a key member of our team, you will be responsible for planning and executing audits, reviews, and compilations to provide exceptional client service.Key ResponsibilitiesLead the engagement team in planning and executing audits, reviews, and...
-
Senior Assurance Associate
3 weeks ago
Braintree, Massachusetts, United States CohnReznick LLP Full timeLead Client Engagements and Manage TeamsCohnReznick LLP is seeking a highly skilled Assurance Senior Associate to lead client engagements and manage teams in a hybrid work environment.We're a leading Professional Services and Business Advisory firm that fosters innovation and collaboration. Our mission is to create opportunity, value, and trust for our...
-
Senior Tax Services Manager
1 week ago
Braintree, Massachusetts, United States Spartan Placements, LLC Full timeJob OverviewSpartan Placements, LLC is seeking a highly skilled Senior Tax Services Manager to join our team.The ideal candidate will possess strong tax knowledge and experience in S Corps, Partnerships, and individual taxation.Key Responsibilities:Review tax returns, tax projections, and tax workpapers to ensure accuracy and compliance.Provide effective...
-
Senior Quality Assurance Specialist
7 days ago
Braintree, Massachusetts, United States Ultra Maritime, LLC Full timeJob DescriptionUltra Maritime, LLC is seeking a highly skilled Senior Quality Assurance Specialist to join our team. As a key member of our quality assurance team, you will be responsible for ensuring the highest quality standards in our electromechanical products.Key Responsibilities:Conduct thorough inspections of products to ensure they meet quality...
-
Senior Estimator
7 days ago
Braintree, Massachusetts, United States Jobot Full timeSenior Estimator OpportunityWe are a family-oriented General Contractor seeking a highly experienced Senior Estimator to join our growing team. As a Senior Estimator, you will play a critical role in the success of our ground-up commercial construction projects.Key Responsibilities:Direct day-to-day on-site supervision of field labor forceInspection of...
-
Retirement Plan Fund Change Specialist
2 weeks ago
Braintree, Massachusetts, United States SS&C Technologies Full timeJob Title: Retirement Plan Fund Change SpecialistAt SS&C Technologies, we are seeking a highly skilled Retirement Plan Fund Change Specialist to join our team. As a key member of our financial services team, you will be responsible for processing all plan-level fund related items for existing plans, ensuring accurate data and system requirements are...
-
Retirement Plan Fund Change Specialist
2 weeks ago
Braintree, Massachusetts, United States SS&C Technologies Full timeJob Description:As a Plan Fund Change Retirement Plan Specialist at SS&C Technologies, you will be responsible for processing all plan-level fund related items for existing plans, ensuring accurate data and system requirements are executed. You will collaborate with others to address system issues, training issues, and procedural changes, and engage with...
-
Tax Senior Professional
4 weeks ago
Braintree, Massachusetts, United States Jobot Full timeHybrid Tax Senior OpportunityThis is a great opportunity for Tax Seniors to join a Commercial Tax team at an IPA Top 20 public accounting firm. The firm offers a hybrid flexible schedule, generous PTO, and lucrative stock units once you reach the manager level.Responsibilities:Prepare federal and state tax returns, extensions, and quarterly projections for...
-
Retirement Plan Fund Change Specialist
4 days ago
Braintree, Massachusetts, United States SS&C Technologies Full timeSS&C Technologies is a global provider of investment and financial services and software for the financial services and healthcare industries. As a leading company, we are committed to delivering innovative solutions to our clients.Job Description:As a Plan Fund Change Retirement Plan Specialist, you will be responsible for processing all plan-fund changes,...
-
Tax Senior
4 weeks ago
Braintree, Massachusetts, United States Citrin Cooperman Full timeAbout the RoleWe are seeking a highly skilled Tax Senior to join our dynamic Tax Department in our Braintree office. As a key member of our team, you will be responsible for providing exceptional client service and delivering high-quality tax solutions.ResponsibilitiesPrepare and review federal, state, and local tax returns, extensions, and quarterly...
-
Audit Manager
2 weeks ago
Braintree, Massachusetts, United States Withum Full timeAbout the RoleWe are seeking an experienced Audit Manager to join our team at Withum. As an Audit Manager, you will be responsible for leading the engagement team staff on the planning and execution of audits, reviews, and compilations. You will oversee the day-to-day operations of the audit engagement, including staffing, planning, risk assessment,...
Senior Client Engagement Specialist
2 months ago
SS&C is a prominent global provider of investment and financial services and software tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a leading U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries.
About the Team:
SS&C Retirement Solutions stands as a market leader in technology, retirement recordkeeping, and outsourcing solutions. As the third-largest provider of retirement services, we support over 250 institutional clients utilizing our platforms and services in the defined contribution, IRA, and retirement income markets.
Role Overview:
The Client Relations—Fund Event team is dedicated to providing exceptional support to our valued clients managing investment vehicles on TRAC. This team is responsible for overseeing significant events such as mergers, stock splits, and fund name changes. Given the high volume and financial implications, this role demands focused attention to effectively manage monthly events. Collaboration with internal teams and leveraging systems is essential for success.
Why Choose SS&C:
- Flexibility: Enjoy a hybrid work model and a business casual dress code.
- Your Future: Benefit from a generous 401(k) matching program and opportunities for tuition and professional development reimbursement.
- Work/Life Balance: Take advantage of unlimited personal and vacation time off, along with a comprehensive sick leave policy and paid company holidays.
- Your Well-being: Access medical, dental, vision, life insurance, short and long-term disability, global employee assistance, parental leave, and more.
- Diversity & Inclusion: Join an organization committed to welcoming, celebrating, and thriving on diversity.
- Training: Receive hands-on and customized training from your team, including technical and e-learning resources.
- Extra Perks: Enjoy discounts on fitness memberships, childcare, travel, and more.
Key Responsibilities:
- Oversee fund events, including monitoring calendars, requesting and reviewing impact scans, and collaborating with internal departments to execute events.
- Maintain ongoing communication with business partners to review all fund event activities.
- Become a Subject Matter Expert on SS&C Retirement Solutions system functionality and products.
- Prioritize client requests based on their impact and severity.
- Utilize strong problem-solving skills to research and resolve client-reported issues.
Qualifications:
- Bachelor's degree with 2 years of relevant experience, or a Master's degree with 4 years of equivalent experience.
- Preferred knowledge of the retirement plan industry.
- Experience in customer service.
- Strong attention to detail and a desire to learn.
- Excellent verbal and written communication skills.
- Effective time management and organizational skills, with the ability to thrive in a fast-paced team environment.
- Familiarity with SQL, PowerSelect, or TSO is a plus.
- Able to work in the local office several days per month.
Thank you for considering a career with SS&C. We are an Equal Employment Opportunity employer and do not discriminate against any applicant or employee based on race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other classification protected by applicable discrimination laws.
