Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Client Relations Manager at SS&C GIDS, Inc. is responsible for cultivating and maintaining strong relationships with our valued institutional clients. This role acts as the primary point of contact, ensuring client satisfaction, identifying opportunities for growth, and facilitating seamless service delivery of our global investment data solutions.

Responsibilities

• Serve as the dedicated relationship manager for a portfolio of assigned SS&C GIDS clients, understanding their business needs and strategic objectives.
• Proactively engage with clients through regular communication (calls, emails, meetings) to ensure high levels of satisfaction and identify potential issues or opportunities.
• Act as a liaison between clients and internal teams (e.g., product, operations, support, sales) to resolve inquiries, escalate issues, and communicate service enhancements.
• Onboard new clients, ensuring a smooth transition and understanding of SS&C GIDS products and services.
• Identify opportunities for cross-selling and up-selling additional SS&C GIDS products and services to existing clients, collaborating with the sales team as appropriate.
• Conduct regular client reviews, including performance metrics, service level agreements, and future roadmap discussions.
• Gather client feedback and insights to contribute to product development and service improvement initiatives.
• Prepare and present reports on client activity, satisfaction, and potential risks to senior management.
• Maintain accurate and up-to-date client information within the CRM system.
• Stay informed about industry trends, competitor activities, and regulatory changes that may impact clients.

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 5+ years of experience in client relations, account management, or a similar client-facing role within the financial services or FinTech industry.
• Strong understanding of investment data, fund administration, and/or financial technology solutions.
• Proven track record of building and maintaining strong client relationships and driving client satisfaction.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
• Strong problem-solving and analytical abilities, with a proactive approach to identifying and resolving client issues.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to travel occasionally to client sites as required.

Skills

• Client Relations
• Account Management
• Financial Services
• FinTech
• Investment Data
• Fund Administration
• Financial Technology Solutions
• Communication
• Interpersonal Skills
• Presentation Skills
• Problem-Solving
• Analytical Abilities
• CRM Software (e.g., Salesforce)
• Microsoft Office Suite (Word, Excel, PowerPoint)

Location

• Massachusetts
• New York, NY
• New Jersey
• Kansas City, MO

Work Type

• Hybrid
• Remote

Experience Level

• 5+ years of experience

Education Level

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Holidays
• Parental leave
• Professional development reimbursement opportunity

About the Company

• SS&C is a leading financial services and healthcare technology company based on revenue.
• Headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries.
• Serves approximately 20,000 financial services and healthcare organizations.
• SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations.
• Teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
• Offers opportunities to work with industry experts, modern platforms, and evolving technologies.

Equal Opportunity

• 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.