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Client Relationship Manager

3 months ago


Basildon, Essex, United Kingdom SS&C Technologies Holdings Full time
Position Overview

Service Oversight

In this role, you will be responsible for managing and enhancing client relationships.

  • Foster and strengthen existing partnerships with key clients.
  • Collaborate with the client's oversight team to ensure service delivery aligns with expectations.
  • Facilitate communication and actively participate in resolving service-related challenges.
  • Gain a comprehensive understanding of the client's business and product offerings.
  • Regularly review management reports to stay informed about client relationship dynamics.
  • Act as a primary contact for daily service inquiries from clients and internal teams.
  • Maintain a weekly log of service issues to track and address concerns.
  • Coordinate with operational contacts to ensure service delivery meets SLA requirements and quality standards.
  • Participate in weekly client conference calls to discuss ongoing service matters.

Performance Reporting

  • Key Performance Indicators (KPIs)
    • Review and validate KPI data.
    • Monitor service performance against KPIs and distribute monthly reports within agreed timelines.
    • Provide insights and commentary for KPI documentation.
  • Stream Reporting
    • Ensure pertinent information is prepared for representation at weekly stream meetings.

Effective Communication

  • Deliver timely service management information to client contacts in an appropriate format.
  • Collaborate with internal operational and IT teams to ensure seamless information flow.
  • Meeting Coordination
  • Engage in both internal and external meetings and conference calls as necessary.
  • Attend internal preparation meetings to ensure readiness.
  • Contribute to the preparation of meeting documentation, including agendas, minutes, and action items.

Business Development & Marketing Initiatives

SS&C Product Knowledge

  • Enhance understanding of SS&C's product offerings.

Team Leadership

Sharing Best Practices

  • Initiate and engage in discussions on best practices across departments.

Additional Responsibilities

  • Perform any other duties that align with your skills and capabilities as reasonably directed to support ongoing development.