Sr. Client Relations Specialist

Job Description

Job Title : Sr. Client Relations Specialist

Location : Kansas City MO Hybrid (6x a month) OR 100% Remote

Get To Know The Team :

SalesConnect is the industry’s leading solution for advisor profile management and trade scrubbing. You’ll work with a team that aggregates, cleanses, and enriches data from multiple retail and retirement sources to provide you with accurate and complete information on the distribution partners selling your products.

In this role you’ll be a critical member of a dynamic, problem-solving team.

Why You Will Love It Here!

• Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future : 401k Matching Program, Professional Development Reimbursement
• Work / Life Balance : Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing : Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• 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 :

• Spend time getting to know our client’s business and individual system needs
• Gather and document requirements by collaborating with stakeholders and team members
• Act in a consultative manner by offering creative solutions, and proactively identifying opportunities where we can deliver even greater value for our customers through our platform
• Pin point the root cause of problems, provide solutions, and own the solution from start to finish
• Apply strong problem-solving skills to research and resolve client-reported issues
• Troubleshoot platform specific and technology-based issues and work with internal teams to produce a resolution
• Become a Subject Matter Expert on SS&C SalesConnect system functionality and products
• Communicate complex concepts in client-friendly language
• Develop an understanding of financial technology and how our investment products play a critical role in the market place
• Have the ability to empathize and connect with clients
• Don’t be afraid to ask the why and continue to learn
• Build trust and transparency with your clients and team members to strengthen the relationship they have to the business
• Show a strong desire to work with others to solve internal issues and client problems
• Care about the success of teammates and help inspire and empower creative solutions
• Be a great team player that steps up to help others, and sees the positive in any situation

What You Will Bring :

• Bachelor’s degree and / or 4+ years of client facing work-related experience required
• Proficiency in use of tools such as word processing, JIRA, Python, SQL, and Microsoft Excel
• Excellent written and verbal communication skills
• Strong project management skills
• Problem solving and numerical reasoning skills; ability to analyze data and take action
• Career oriented, highly motivated, and self-starting individual
• Ability to work in a fast paced, team environment
• Efficient time management with strong organizational skills
• Ability to quickly learn and adapt to new systems, processes, plans, and programs
• Knowledge of asset management, particularly broker / dealer and advisor industry is PREFERRED
• Proficiency in use of business productive tools such as spreadsheets, data management, project management, and presentations
23 days ago