Client Relations Manager

Title: Client Relations Manager - PA-DS-Q3-2026-R001

Job Description:

time type

Full time

job requisition id

R45392

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

Locations: Massachusetts; New York, NY; New Jersey; Kansas City, MO – Hybrid or Remote

About the Role

The Client Relations Manager at SS&C GIDS, Inc. is responsible for cultivating and maintaining strong relationships with our valued institutional clients. This role acts as the primary point of contact, ensuring client satisfaction, identifying opportunities for growth, and facilitating seamless service delivery of our global investment data solutions.

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 

• 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, escalate 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.

Required Experience

• 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.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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.

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.