Client Account Manager

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

Client Account Manager

Reports to: Head of Relationship Management, Super/Wealth

Locations: Melbourne or Sydney | Hybrid

Get To Know Us:
SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

Why You Will Love It Here
- Flexibility: Hybrid Work Model
- Your Future: Income Protection Insurance & Salary Continuance
- Work/Life Balance: Generous Bereavement & Compassionate leave
- Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more

What You Will Get to Do:
This role is focused on a range of client products with the portfolio consisting of:

- Superannuation administration services
- A wealth platform for Superannuation and Investments

Role Responsibilities:

- 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.

Skills and Competencies:

- Account management or client facing experience for a superannuation fund or a fund administrator.
- Strong communication and presentation skills with the ability to articulate solutions clearly and concisely.
- Ability to build relationships and manage key contacts within the accounts.
- Experience in managing stakeholders on multiple levels.
- Strong people person skills with the ability to positioning complex technology and services solutions.
- Ability to build positive relationships with customers.

What You Will Bring:

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


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 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.