Client Relations Manager

Serve as the dedicated relationship manager for a portfolio of assigned SS&C GIDS clients, understanding their business needs and strategic objectives. Proactively engage with clients through regular communication (calls, emails, meetings) to ensure high levels of satisfaction and identify potential issues or opportunities. Act as a liaison between clients and internal teams (e.g., product, operations, support, sales) to resolve inquiries, elevate issues, and communicate service enhancements. Onboard new clients, ensuring a smooth transition and understanding of SS&C GIDS products and services. Identify opportunities for cross-selling and up-selling additional SS&C GIDS products and services to existing clients, collaborating with the sales team as appropriate. Conduct regular client reviews, including performance metrics, service level agreements, and future roadmap discussions. Gather client feedback and insights to contribute to product development and service improvement initiatives. Prepare and present reports on client activity, satisfaction, and potential risks to senior management. Maintain accurate and up-to-date client information within the CRM system. Stay informed about industry trends, competitor activities, and regulatory changes that may impact clients. Requirements Bachelor's degree in Business Administration, Finance, Economics, or a related field. 5+ years of experience in client relations, account management, or a similar client-facing role within the financial services or FinTech industry. Strong understanding of investment data, fund administration, and/or financial technology solutions. Proven track record of building and maintaining strong client relationships and driving client satisfaction. Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely. Strong problem-solving and analytical abilities, with a proactive approach to identifying and resolving client issues. Ability to work independently and as part of a team in a fast-paced, dynamic environment. Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint). Ability to travel occasionally to client sites as required. Core Competencies Demonstrates expertise in client relationship management, with a strong focus on client satisfaction, communication, and problem-solving within the financial services or FinTech industry. Proficient in utilizing CRM software and presenting insights to drive service improvements and product development. Highest-signal resume keywords Client Relationship Management Financial Technology Solutions CRM Software Proficiency Communication Skills Problem-Solving Abilities ATS Optimization Keywords Hard Skills Client Relations Account Management Investment Data Understanding Fund Administration Analytical Abilities Soft Skills Interpersonal Skills Presentation Skills Proactive Approach Team Collaboration Industry Keywords Financial Services FinTech Service Level Agreements Client Satisfaction Cross-Selling Up-Selling Tools & Technologies Salesforce Microsoft Office Suite #J-18808-Ljbffr