Client Relationship Manager

4 weeks ago


Windsor Berkshire, United Kingdom SS&C Financial Services Limited Full time

Client Relationship Manager page is loaded Client Relationship Manager Apply time type Full time posted on Posted 7 Days Ago job requisition id R22287

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. company based on revenue, SS&C is headquartered 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.

Job Description

Client Relationship Manager

SS&C Technologies Basildon, England, United Kingdom (Hybrid)

To lead, manage and own the relationship for a specified number of asset manager, insurance and wealth clients.

Demonstrate a high degree of autonomy in executing the role including identification of opportunities, priorities, taking initiatives, making decisions and ensuring SS&C is professionally presented at all times

Service Delivery

Ensure client satisfaction is maximised

Be the senior point of escalation / own the resolution

Drive process improvement and change

Client Management

Establish and maintain broad horizontal and vertical calling plans (to C suite)

Be the voice of SS&C within the client / active calling plan

Know your client (Inc. beyond what we do for them)

Be an ambassador for SS&C (within the client and the marketplace)

Influence the decision making

Market new services (show the process)

Internal Partnership

Be the conductor of the relationship

Be the client voice within SS&C

Work in cooperation and collaboration with all areas

Establish and maintain peer relationships (across SS&C, at StSt, globally)

Communicate effectively

Manage a team of high performing motivated staff / develop talent

Administration

Ensure timely completion of all tasks

(e.g. deal reporting, activity reporting, call notes, account plans)

Risk & Controls

Ensue adherence to a high standard of risk adversity and the values of SS&C

Maintain compliance at all times

Complete all training

Escalate effectively and in a timely manner

Knowledge and Technical Skills Knowledge and Technical Skills

  • Detailed knowledge of Asset Managers, Wealth Managers – their business, their products, their clients, their end to end service proposition
  • Detailed knowledge of transfer agency and associated services.
  • Knowledge of Financial Services regulatory environment.
  • A good understanding of the client service model, business strategy, structure and product offering.
  • Excellent Communication Skills (Essential)
  • Good analytical skills (Essential)
  • Good verbal reasoning and numeric skills. (Essential)
  • Seniority Level
  • Mid-Senior level
  • Industry
  • Software Development/Financial Services
  • Employment Type
  • Full-time
  • Job Functions

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.

About Us

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. company based on revenue, SS&C is headquartered 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.

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