Strategic Client Relationship Manager

1 month ago

Melbourne, Victoria, Australia SS&C Bluedoor Pty Limited Full time

At SS&C Bluedoor Pty Limited, we are a global provider of investment and financial services and software for the financial services and healthcare industries. Our commitment to innovation and excellence has earned us a spot on the Fortune 1000 list as one of the top U.S. companies based on revenue.

We are seeking a highly skilled Strategic Client Relationship Manager to join our team in Windsor, Connecticut. This is a fantastic opportunity to work with a portfolio of client products that includes:

  • A wealth platform for Superannuation and Investments
  • An enterprise digital platform for advisors, investors and policyholders
  • Member and Fund administration services

This role will provide overall oversight for the end-to-end service delivery to our clients. The successful candidate will have strong communication and presentation skills, with the ability to articulate solutions clearly and concisely.

The key responsibilities of this role include:

  • Oversight of all facets of service delivery for our clients.
  • Lead regular (e.g. monthly) reviews and reporting to ensure contractual obligations and KPIs are met.
  • Oversees change and implementation including Statements of Work.
  • Work with Client and SS&C teams to drive customer satisfaction and ensure internal stakeholders and Directors are aware of any potential areas of concern.
  • Perform general account management activities including: managing contracts, paperwork, reporting and invoicing.
  • Establish and manage service meeting schedules and governance model.
  • Drive the client governance framework to ensure optimal engagement with clients to have a successful relationship.
  • Be the escalation point for critical issues enquiries and issue resolution, by providing oversight on ongoing delivery and service status / requests.
  • Work with Operational areas on process improvements required following incidents / escalations.
  • Manage reporting and meeting presentation materials both internally and externally.
  • Understand customer needs, to effectively position SS&C.
  • Update and maintain the CRM system with account and opportunity data.

Some of the key qualifications for this role include:

  • 3-5+ Year's account management experience.
  • Experience working with technology solutions desirable.
  • Experience in Wealth Management desirable.
  • Experience in Fund Administration desirable.

In return for your hard work and dedication, we offer a competitive salary of approximately $90,000 - $110,000 per annum, plus excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.

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