Owning and pro-actively managing a portfolio of key client relationships
Ensuring all SS&C service levels meet or exceed client expectations
Building trusted relationships with the Clients' key contacts (CEO, COO, etc.)
Capturing client feedback to drive strategic change initiatives and trend analysis
Organizing and chairing formal service level review meetings with clients
Articulating the benefits of SS&C services and business model to clients
Incorporating client initiatives, needs, and structures into formal account plans
Fostering strong internal working partnerships within all SS&C service areas
Identifying cross-selling opportunities within existing client base
Developing and translating MIS into process / service enhancement recommendations
Working closely with sales team and contributing to marketing efforts
Maintaining knowledge of industry trends and their potential impact on SS&C
Occasional travel is required

Bachelor’s Degree or equivalent experience
Minimum of 5 years experience in financial services specifically Registered Funds '40 Act Space.
Must have experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation
Demonstrable communication, relationship, and team skills
High level of comfort preparing and leading client presentations
Significant degree of self-motivation and direction
Tact, professionalism, and savvy in resolving escalated client issues
Ability to generate ideas and suggest process improvements
Experience working closely with senior-level management
Experience in asset management, private funds, capital markets a plus
Must be willing to work on site a minimum of 6 days/month

Director, Client Relationship Manager

Key skills