The Associate will manage daily client inquiries, handle JIRA tickets, and monitor AWD queues to ensure timely resolution of support requests. They will also assist with client events and maintain documentation for the Service Intake Team.
Requirements overview
Candidates must possess a bachelor's degree or equivalent experience in financial services, banking, or accounting. Proficiency in Excel and strong communication skills are required, along with the ability to work on-site for a minimum of 6 days per month.
Key skills
Financial servicesBankingReconciliationAccountingExcelCommunicationJIRAAWD queuesClient relationsProblem solvingDocumentationProcess improvementData managementAttention to detail
Resume keywordsJigup Pro
This job lists resume keywords
The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.
SS&C is a leading global provider of mission-critical, cloud-based AI-enabled 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 23,000 financial services and healthcare companies, with over 29,000 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.
+++++++++++++++++
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.
Finance & AccountingCustomer Service & SupportAdministrative
Description
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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
Job Title: Associate, Client Relations Specialist
Locations: Kansas City, MO; Denver, CO - Hybrid
About the Role
This is an exciting opportunity in a new divisional structure within the Alt Investments Relationship Management Team that will provide resolution to daily support inquiries that are more transactional and executable in nature. As a Service Intake Associate Client Relations Specialist, you will handle daily tasks such as JIRA tickets, inbox management and review of dedicated AWD queues in addition to assisting on client events tasks as outlined in the following expectations.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
Support Alternative Investment clients and provide backup coverage when other team members are out
Ownership of the daily client requests via email
Staying compliant the AWD queues and turnaround times
Reviewing and completing JIRA Ticket requests for daily requests received
Research and resolve any system issues reported by customers
Identify and execute opportunities for process improvement
Build and maintain documentation of Service Intake Team deliverables
Required Experience
Bachelor’s degree or equivalent experience.
Must have some experience in financial services, banking, reconciliation, accounting etc.
Excel proficiency.
Ability to communicate clearly and effectively, both verbally and in writing.
Attention to detail and ability to trace problems to their source and see resolution through to completion.
Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.
Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-JW3
#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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Colorado: The expected base salary for the position is between $19.23 USD/hour to $33.65 USD/hour.
In addition, employees in this role may be eligible for consideration on an annual basis for equity awards such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Applications will be accepted on an ongoing basis until the position is filled.
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.