Senior Client Engagement Specialist

2 weeks ago

Kansas City, Missouri, United States SS&C Full time

SS&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 based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Our products and services are utilized by approximately 18,000 financial services and healthcare organizations, ranging from the largest institutions to local firms, to manage and account for their investments.

Position Overview

Senior Client Engagement Specialist

Location: Kansas City, MO | Hybrid Work Model

Why You Will Appreciate Working Here

  • Flexibility: Hybrid work model and a business casual dress code, including jeans.
  • Your Future: 401k matching program and professional development reimbursement.
  • Work-Life Balance: Flexible personal/vacation time off, sick leave, and paid holidays.
  • Your Wellbeing: Comprehensive medical, dental, vision coverage, employee assistance program, and parental leave.
  • Diversity & Inclusion: Committed to fostering a welcoming and diverse environment.
  • Training: Hands-on, team-customized training, including SS&C University.
  • Additional Perks: Discounts on fitness clubs, travel, and more.

Key Responsibilities:

  • Establish and nurture collaborative relationships between clients and the SS&C organization.
  • Engage with clients through conference calls, written correspondence, and in-person meetings.
  • Guide clients in the implementation of our products and services.
  • Analyze and anticipate client needs, recommending innovative solutions.
  • Process system change requests efficiently.
  • Investigate and resolve any system issues reported by clients.
  • Utilize extensive in-house training programs to enhance industry knowledge and product expertise.
  • Mentor and guide less experienced team members.
  • Set work priorities, plan projects, and ensure deadlines are met.
  • Prepare status reports for clients.
  • Coordinate in-person meetings with clients at their locations.
  • Ensure compliance with contractual obligations.
  • Assist with budgeting, billing, and contract management.
  • Support the onboarding of new clients as they transition to SS&C's leading solutions.

Qualifications:

  • Bachelor's degree and a minimum of 3 years of client-facing experience required.
  • Exceptional written and verbal communication skills.
  • Strong project management capabilities.
  • Proficient problem-solving and numerical reasoning skills; ability to analyze data and take appropriate action.
  • Highly motivated, career-oriented, and self-starting individual.
  • Ability to thrive in a fast-paced, team-oriented environment.
  • Effective time management and strong organizational skills.
  • Capacity to quickly learn and adapt to new systems, processes, and programs.
  • Proficiency in business productivity tools such as word processing, spreadsheets, data management, project management, and presentations.
  • Familiarity with tools such as JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel.

Thank you for considering this opportunity with SS&C. We look forward to your application through our corporate careers page.

#LI-HD1 #LI-HYBRID

SS&C Technologies is an Equal Employment Opportunity employer and does 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.

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