Sr. Client Relations Specialist – Retirement Solutions Division

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That’s where you’ll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description

Company Overview

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. organization based on revenue, SS&C’s headquarters is 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.

Performance Objective

The Sr. Client Relation Specialist must be knowledgeable and experience with Retirement plans. You will demonstrates expertise in multiple vertical lines of business, business processes, internal systems/applications, software tools, and the customers’ business, and demonstrates successful customer relationship skills. Leads projects related to, but not limited to, new lines of business, business process improvement, risk reduction, cost savings initiatives, and best practice identification; may also be delegated special work assignments. Performs leadership functions throughout the project life cycle, which includes resource management, work delegation, prioritization of work, etc. Develops and leads the implementation of innovative solutions to complex business and operational problems or opportunities. Collaborates with management to discuss and negotiate internal business and customer project initiatives and prioritization; presents business justifications, cost benefit analysis, etc. Analyzes and documents current systems, required functionality, and gaps; current and end-state business processes; business requirements and user stories, including recommendations to alternate solutions to business problems; and communication and training strategies. Leads and participates in the initiation, requirements, design, testing, fund setup/conversion, and post-implementation support phases of a project. Functions as a customer advocate by collaborating and working directly with the customer; providing appropriate information exchange; and ensuring their operational business and system requirements, expectations, and support as needed.

As a Sr. Client Relations Specialist, You Will

• Provide daily retirement client support and respond to client inquiries.
• Create client funds and update fund options.
• Set up security and enrollment in products; change client passwords,
• Research reports aimed at overall quality improvements; create, update, and maintain report documentation.
• Perform tasks associated with client solutions, such as gathering and writing requirements for smaller scope projects and for components of larger scope projects.
• Participate in retirement client implementations, conversions, and other financial events.
• Communicate with clients and stakeholders via conference calls, email, and face-to-face meetings.
• Work closely with Relationship Managers and clients to provide superior customer service.

Characteristics Of Successful Candidates

• At least three to four years retirement industry experience in a customer service or industry-related position. Strong knowledge of DST/SS&C products (TRAC), services, and service practices to provide superior customer service.
• Strong knowledge of the clients’ business and culture in order to develop short- and long-range business plans for add-on business opportunities, services, and/or sales.
• Preferred knowledge of JIRA and PowerSelect
• Ability to work in a fast-paced, team environment
• Efficient time management with strong organizational skills