Ss&c
financial services
Director,ClientRelationshipManager
“Director, Client Relationship Manager at Ss&c. Skills: Client Relationship Management, Financial Services, Registered Funds '40 Act Space. Owning and pro-actively managing a portfolio of key client relationships. Ensuring all SS&C service levels meet or exceed client expectations”
What You'll Achieve.
Ensuring all SS&C service levels meet or exceed client expectations
Industry & Context.
Tact, professionalism, and savvy in resolving escalated client issues; Ability to generate ideas and suggest process improvements
Occasional travel is required
What They're Looking For.
Must Have
Bachelor's Degree or equivalent experience, Minimum of 5 years experience in financial services specifically Registered Funds '40 Act Space., Must have experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation, Demonstrable communication, relationship, and team skills, High level of comfort preparing and leading client presentations, Significant degree of self-motivation and direction, Tact, professionalism, and savvy in resolving escalated client issues, Ability to generate ideas and suggest process improvements, Experience working closely with senior-level management, Must be willing to work on site a minimum of 6 days/month
Nice to Have
Experience in asset management, private funds, capital markets a plus
What You'll Do.
Owning and pro-actively managing a portfolio of key client relationships
Ensuring all SS&C service levels meet or exceed client expectations
Building trusted relationships with the Clients' key contacts (CEO
Capturing client feedback to drive strategic change initiatives and trend analysis
Organizing and chairing formal service level review meetings with clients
Articulating the benefits of SS&C services and business model to clients
Incorporating client initiatives
and structures into formal account plans
Identifying cross-selling opportunities within existing client base
Developing and translating MIS into process / service enhancement recommendations
Working closely with sales team and contributing to marketing efforts
Maintaining knowledge of industry trends and their potential impact on SS&C
How You'll Work.
Team & Collaboration
Fostering internal working partnerships within all SS&C service areas; Working closely with sales team
Communication Scope
Demonstrable communication skills; High level of comfort preparing and leading client presentations; Articulating the benefits of SS&C services and business model to clients
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