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Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001
full-timeKansas City, Braintree, Denver, Edina

Summary

Location

Kansas City, Braintree, Denver, Edina

Type

full-time

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About this role

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

Sr. Client Relations Specialist

Location: Kansas City, MO | Denver, CO | Edina, MN | Braintree, MA - Hybrid

Get To Know Us:

SS&C is leading the way.  We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. 

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees 
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Manage a portfolio of key client accounts, acting as the primary relationship manager and strategic advisor.
  • Develop and maintain strong, long-lasting client relationships by understanding their business needs, objectives, and challenges.
  • Serve as the internal client advocate, collaborating with cross-functional teams (e.g., product, operations, sales, support) to ensure timely and effective resolution of client issues and requests.
  • Proactively identify opportunities for client growth and expansion of services, working closely with the sales team.
  • Conduct regular client reviews and strategic discussions to assess performance, identify areas for improvement, and communicate value.
  • Onboard new clients and ensure a smooth transition into SS&C GIDS's services, providing ongoing training and support as needed.
  • Monitor client satisfaction levels and implement strategies to enhance the client experience and retention.
  • Prepare and present client reports, performance metrics, and strategic recommendations.
  • Stay informed about industry trends, competitive landscape, and SS&C GIDS product updates to provide relevant insights to clients.
  • Act as a mentor and provide guidance to junior client relations specialists.

What You Will Bring:

  • Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
  • Minimum of 5-7 years of experience in a client-facing role within the financial services or technology industry, with a strong preference for experience in wealth management, asset management, or fintech.
  • Proven track record of successfully managing and growing key client accounts.
  • Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
  • Strong analytical and problem-solving abilities, with a detail-oriented approach.
  • Demonstrated ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
  • Ability to travel occasionally to client sites as required.
  • Understanding of SS&C GIDS products and services is a significant advantage.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

#LI-SG2

#LI-Hybrid

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.

Other facts

Tech stack
Client Management,Relationship Management,Strategic Advisory,Cross-Functional Collaboration,Client Satisfaction,Analytical Skills,Problem-Solving,Communication Skills,Interpersonal Skills,Presentation Skills,CRM Software,Microsoft Office Suite,Wealth Management,Asset Management,Fintech,Training

About SS&C Technologies

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 22,000 financial services and healthcare companies, with over 27,000 employees and operations in more than 35 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.

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ALPS Portfolio Solutions Distributor, Inc., ALPS Advisors, ALPS Funds and SS&C Technologies are affiliated. Distributed by ALPS Portfolio Solutions Distributor, Inc.

AN INVESTMENT IN THE FUNDS INVOLVES RISK, INCLUDING LOSS OF PRINCIPAL. AN INVESTOR SHOULD CONSIDER INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES CAREFULLY BEFORE INVESTING. TO OBTAIN A PROSPECTUS, WHICH CONTAINS THIS AND OTHER INFORMATION, CALL 1.877.398.8461 OR VISIT WWW.ALPSFUNDS.COM. READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Software Development
Founding Year: 1986

What you'll do

  • Manage a portfolio of key client accounts and act as the primary relationship manager. Develop and maintain strong client relationships while collaborating with cross-functional teams to resolve client issues.

Ready to join SS&C Technologies?

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Frequently Asked Questions

What does a Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001 do at SS&C Technologies?

As a Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001 at SS&C Technologies, you will: manage a portfolio of key client accounts and act as the primary relationship manager. Develop and maintain strong client relationships while collaborating with cross-functional teams to resolve client issues..

Why join SS&C Technologies as a Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001?

SS&C Technologies is a leading Software Development company.

Is the Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001 position at SS&C Technologies remote?

The Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001 position at SS&C Technologies is based in Kansas City, Missouri, United States and Braintree, Massachusetts, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001 position at SS&C Technologies?

You can apply for the Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001 position at SS&C Technologies directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about SS&C Technologies on their website.