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
SS&C Technologies seeks an Account Manager to support and lead the service management of SS&C’s clients within a specified stream and drive ownership across all operational support teams, taking responsibility for exceeding client service targets.
About SS&C Technologies
SS&C Wealth & Investment Technologies is a leading provider of award-winning technology and services for the investment management industry worldwide. Our 5000+ clients across 50+ countries include asset managers, wealth managers, family offices, alternative investment managers, fund administrators, brokers, banks, and insurance. Our solutions streamline processes for portfolio management, trading, compliance, accounting, performance analytics, reporting, and more.
This is a unique opportunity to blend financial industry knowledge with technology skills in a vibrant, international work environment. You will learn from leading financial institutions and our experienced team, helping you develop skills to grow your career and network within the fin-tech industry.
At SS&C, we offer a rewarding career with opportunities to thrive at every level. We pride ourselves on our culture, founded on passion, dedicated to client success. We reward innovation and professionalism, support personal development, and invest in our employees through competitive compensation, training, and employee programs promoting work-life balance and well-being. Our culture values teamwork and diversity, and we encourage you to bring your unique perspective and talent to SS&C.
Job Responsibilities
1. Service Management
o Maintain and develop relationships with key and senior client contacts.
o Manage relationships with internal stream contacts to ensure quality service and implement action plans.
o Understand clients' business, products, strategy, and requirements, and their impact on SS&C's services.
o Maintain account plans and stay updated on client relationship status through management reports.
o Maintain knowledge of industry practices.
2. Issue Management
o Act as a senior escalation point for significant client concerns.
o Facilitate issue resolution and action plans through stream contacts.
o Ensure regular client and stream meetings with appropriate agendas and support.
3. Reporting
o Contribute to senior management and client reports, including board reports.
o Advise on changes to service models, tariffs, and SLAs.
o Manage KPIs and ensure timely issuance of reports.
o Monitor SLAs and develop action plans for areas out of SLA.
o Gather and communicate client feedback and update service management documents accordingly.
4. Meeting Management
o Monitor, report, and escalate outputs from service review meetings.
o Manage quarterly service executive meetings, prepare agendas, lead meetings, and ensure internal preparations.
o Prepare and circulate meeting minutes and reports within specified timescales.
5. Budgetary Control
o Assist in budget and revenue forecasting.
o Manage service credit/debit regimes proactively.
6. New Business & Promotional Activity
o Maintain knowledge of SS&C products and recognize opportunities for promotion.
o Support client forum strategies and input into product development.
o Assist in RFP processes.
7. Contract Management
o Maintain knowledge of client contract terms.
o Support contract updates related to tariffs and annual reviews.
8. Team Management
o Manage the Client Service Manager team, providing guidance, conducting meetings, and reviewing performance.
o Ensure team members are aware of their objectives and development needs.
o Participate in hiring processes as needed.
9. Additional Responsibilities
o Attend internal and external business forums and committees.
o Support the ongoing development of the CSM team.
SS&C Quality
All employees are responsible for delivering quality service by aiming for accuracy and timeliness, continuously reviewing and improving processes, demonstrating integrity, and promoting our values to sustain a quality culture.
Equal Opportunity & Background Checks
We encourage applications from diverse backgrounds. Offers are subject to background checks, including employment history, eligibility, address, credit, and criminal record where permitted. We are an equal opportunity employer and do not discriminate on protected grounds.
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