Account Manager

1 month ago


UK, UK, United Kingdom SS&C Technologies Full time

SS&C Technologies seek an Account Manager to maintain and develop relationship with key and senior client contacts & develop relationships with all internal key contacts.


Basildon/Hybrid


About SS&C Technologies

SS&C is a global provider of investment, 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.


1.1. Issue Management

  • Act as senior escalation point for the communication to clients of any significant concerns
  • Facilitate through the stream contacts, issue resolution/action plans
  • Ensure (weekly and monthly) Client and Stream meetings take place, providing support and suggestions for agendas etc.

1.2. Reporting

  • Input to senior management and Client reporting e.g. Board reports
  • Advise Relationship Management of changes to client service model/tariff/SLA
  • KPIs - ensure KPI pack is issued to client and management within SLA
  • SLAs have an overview of any areas that may be going out of SLA through regular stream meetings and agree action plans as appropriate
  • Client Feedback
  • Ensure SMD’s are maintained and kept up to date with any change to service reflected appropriately
  • Review and communicate results and developing action plans as required
  • Communication
  • Responsible for provision of service management information to client contacts in a timely manner and in an appropriate format.
  • Keep senior management informed of any significant/escalated service issues / action plans


1.5. Meeting Management

  • Monitor, report & escalate significant output from service review meetings
  • Manage clients’ Quarterly Service Exec meetings – working with the Client Account managers to ensure distinction between strategic and service meetings. Lead preparation presentations/agenda/objectives. Chair meetings (where appropriate relative to meeting attendees)
  • Ensure necessary internal preparation meetings take place and SS&C approach is agreed prior to meetings with external parties
  • Call report/minutes to be prepared from ad-hoc meetings with client and circulated to SS&C Executives, using appropriate tools - Gocheck
  • Ensure agendas and minutes are issued within agreed timescales


2. Budgetary Control


2.1. Revenue

  • Input to budget/revenue forecasts
  • Pro-active management of service credit/debit regime


3. New Business & Promotional Activity


3.1. SS&C Products & Services

  • Knowledge of SS&C products, services and technologies; recognise opportunities to promote additional products and services
  • Discuss Client forum strategies/initiatives to ensure client participation
  • Input into future product/technical developments
  • Support RFP process where required


3.2. Contract Management

  • Maintain knowledge of client service related contract terms
  • Maintain contracts as appropriate supporting annual sweep up and tariff changes


4. Team Management

  • Manage CSM Team including providing guidance & direction on day-to-day business issues, facilitating monthly team meetings, reviewing PDRs, Corporate Governance, etc.
  • Ensure that direct reports are aware of their performance to individual objectives and how they link to Corporate Goals
  • Development needs for direct reports
  • Interview and recruit for the team as required


5. Additional responsibilities

  • Attend internal/external business forum/committees
  • To support the continuous development of the CSM team



We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a diverse workforce in the widest sense.

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.


Background Checks

All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in the hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background-checking process should you be successful.


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