Ss&c
Financial Services
ClientEngagementLiaison(LH-BPO)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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