Client Relationship Manager
5 days ago
SS&C Technologies Holdings (NASDAQ: SSNC), is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency.
SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers in the financial services and healthcare industries. SS&C owns and operates the full technology stack across securities accounting, front-to-back-office operations, performance and risk analytics, regulatory reporting, and healthcare information processes.
Founded in 1986 and headquartered in Windsor, Connecticut, the company is home to 22,000+ employees across 150 office locations in 35 countries globally. With 18,000+ clients across spanning the health and financial services industries, our customer’s needs and requirements are always at the forefront of our strategy.
- Develops and maintains exceptional client relationships.
- Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction. Ensures quality service and operational performance within the parameters of program and delivery standards.
- Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
- Acts as a primary point of client contact to coordinate resolution of service incidents and escalation of technical issues.
- Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
- Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills.
- Exercises wide-latitude to make decisions to achieve defined goals. Establishes operational objectives and provides strong tactical leadership.
- Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success.
- Participates in the development and implementation of company policies.
- Accountable for the results of one or more departments.
**Main Responsibilities**
- Own and pro-actively manage a portfolio of key client relationships
- Ensure all SS&C service levels meet or exceed client expectations
- Build trusted relationships with the Clients' key contacts (CFO, COO, etc.)
- Capture client feedback to drive strategic change initiatives and trend analysis
- Organize and chair formal service level review meetings with clients
- Articulate the benefits of SS&C services and business model to clients
- Incorporate client initiatives, needs, and structures into formal account plans
- Foster strong internal working partnerships within all SS&C service areas
- Identify cross-selling opportunities within existing client base
- Develop and translate MIS into process / service enhancement recommendations
- Work closely with sales team and contributing to marketing efforts
- Maintain knowledge of industry trends and their potential impact on SS&C
- Occasional travel is required
- Coordinate with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success.
- Participate in the development and implementation of company policies.
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