
Client Account Manager
1 week ago
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.
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia Ofx Full time**Job Description** Hi.** We're OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine...
-
Client Account Manager
3 weeks ago
Sydney, New South Wales, Australia PointsBet Full timeJoin to apply for the Client Account Manager role at PointsBet.About UsPointsBet is a leading name in the online gaming industry, delivering top-tier sportsbook and online gaming experiences to customers across Australia and Canada. With a passion for innovation and a commitment to responsible gaming, we're dedicated to crafting digital products that thrill,...
-
Client Account Manager
3 weeks ago
Sydney, New South Wales, Australia PointsBet Full timeJoin to apply for the Client Account Manager role at PointsBet. About Us PointsBet is a leading name in the online gaming industry, delivering top-tier sportsbook and online gaming experiences to customers across Australia and Canada. With a passion for innovation and a commitment to responsible gaming, we're dedicated to crafting digital products that...
-
Client Account Manager
1 week ago
Sydney, New South Wales, Australia SS&C Full timeClient Account Manager page is loaded## Client Account Managerlocations: Sydney - 255 George St: Melbourne, Australiatime type: Full timeposted on: Posted Todayjob requisition id: R37253As 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...
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia Pointsbet Full timeJoin to apply for theClient Account Managerrole atPointsBet.About UsPointsBet is a leading name in the online gaming industry, delivering top-tier sportsbook and online gaming experiences to customers across Australia and Canada.With a passion for innovation and a commitment to responsible gaming, we're dedicated to crafting digital products that thrill,...
-
Client/Account Manager
2 weeks ago
Sydney, New South Wales, Australia Universal Business Team Full timeThe CompanyIncra are a dynamic Australian owned business that provides comprehensive Accounting and Financial Services to a range of valued clients, supporting their payroll, bookkeeping and tax returns to in-depth financial analysis, forecasting and strategic planning. Excellent customer service and quality advice are at the heart of their business and...
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia OFX Full timeThis is a Client Account Manager - Corporate role with OFX based in Sydney, NSW, AU == OFX ==Role Seniority - mid levelMore about the Client Account Manager - Corporate role at OFXJob DescriptionHi. We're OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business...
-
Asset Owner Client Liaison
2 weeks ago
Sydney, New South Wales, Australia beBeeClient Manager Full time $120,000 - $160,000Job DescriptionThis is a client management role within the AOPM business unit, servicing APAC clients.The team you will be joining is a part of Specialized Services and Investment Analytics (SSIA). Our offering is a recognized industry-leading provider of analytics, portfolio valuation, fund administration and risk services on private equity portfolios....
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia OFX Full timeHi. We're OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering...
-
Client Account Manager
2 weeks ago
Sydney, New South Wales, Australia OFX Full timeHi. We're OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering...