Client Relationship Specialist- Harrison, NY

We are currently looking for a Client Relationship Specialist for our Westchester (Harrison, NY) location. The Client Relationship Management team develops strong mutually beneficial relationships with clients and contributes to SS&C GlobeOp process and technology enhancement efforts.

Responsibilities Include:

• Owning and pro-actively managing a portfolio of key client relationships


• Ensuring all SS&C GlobeOp service levels meet client expectations


• Building trusted relationships with the Clients’ key contacts (CFO, 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 GlobeOp 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 GlobeOp service areas


• Identifying cross-selling opportunities and selling to 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 GlobeOp


• Occasional travel in the US required

Skills and Knowledge Desired:

• Bachelors degree


• Minimum of 3 years experience in financial services (preferably investment banking, asset management, hedge fund or capital markets)


• Demonstrable communication, relationship, sales 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, leverage MIS, and suggest process improvements


• Experience working closely with senior-level management


• Related experience managing client relationships within Hedge Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus


• Experience in investment banking, asset management, hedge funds, capital markets a plus

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