Ss&c

Financial Services

ClientEngagementLiaison(LH-BPO)

$100–100k Boston, Massachusetts, United States; New York, New York, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Engagement Liaison (LH-BPO) at Ss&c. Skills: Client engagement, Operational execution, Process improvement. Provide operational consulting. Provide execution support”

What You'll Achieve.

Ensure accuracy; Ensure efficiency; Ensure high-quality delivery

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving skills; Make recommendations; Make decisions

What They're Looking For.

Must Have

2+ years relevant experience, High school diploma with 4+ years related experience, Master's degree OR Bachelor's Degree

Nice to Have

Prior experience in BPO, Prior consulting experience, Prior client-facing roles experience

What You'll Do.

Provide operational consulting

Provide execution support

Conduct operational reviews

Advise on integrations

Process lifecycle events

Reconcile non-trading activities

Document business requirements

Document technical requirements

Document workflow designs

Maintain operational artifacts library

Architect OMS workflows

Engineer OMS workflows

Act as subject-matter expert

Provide escalation support

Ensure quality of solutions

Ensure accuracy of solutions

Ensure completeness of solutions

Partner with internal teams

How You'll Work.

Team & Collaboration

Partner with clients; Partner with internal teams

Communication Scope

Client relationship management

Process & Methodology

Manage projects

Full Job Description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. **_Job Description_** **Client Engagement Liaison (LH-BPO)** **Location: Boston, MA and New York, NY** **About the Role** This role provides operational consulting and execution support across key investment operations initiatives, including fund launches, counterparty setup, platform integrations, reporting enhancements, and asset class expansion. The individual will partner with clients and internal teams to optimize workflows, support OMS functionality, and ensure smooth execution of front, middle, and back-office processes. Responsibilities include conducting operational reviews, supporting reconciliations and lifecycle events, documenting requirements, and improving scalable workflows. The ideal candidate has strong investment operations experience, solid problem-solving skills, and the ability to manage client-facing work while ensuring accuracy, efficiency, and high-quality delivery. **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. **How You Will Make an Impact:** * Provide operational consulting and execution support on projects such as fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations. * Conduct operational reviews to assess environments, ensuring

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