Associate Manager, Client Relationship Management

Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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

Job Title: Associate Manager Locations: Kansas City, MO - Hybrid About the Role This is an exciting opportunity to join the Alternative Investments Management Team in a supervisory capacity. This role will oversee a team responsible for control reporting and the daily reconciliation of purchase activity between Wirehouse and Fund Sponsors. A key focus will be ensuring all purchase trading activity received at admit time accurately matches the sales logs provided by wirehouses, with timely identification, research, and resolution of discrepancies.

The Supervisor will provide day-to-day leadership, monitor workflow, and control processes, oversee JIRA ticket and shared inbox management, and ensure accuracy, timeliness, and consistency in operational execution. This role will also drive accountability, strengthen reconciliation controls, and identify opportunities to improve processes and overall team performance. Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations.

Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. How You Will Make an Impact Support Alternative Investment clients and provide backup coverage when other team members are out

Oversee Daily Reconciliation: Ensure purchase and sales trading activity at admit time matches wirehouse sales logs Maintain Strong Controls: Ensure accurate reporting and timely identification of discrepancies Resolve Exceptions: Oversee the investigation, escalation, and resolution of reconciliation breaks Lead Team Performance: Manage daily workflows, priorities, and operational deadlines Monitor Outstanding

Items: Oversee JIRA tickets and shared inbox activity to ensure timely follow-up Drive Process Improvements: Identify recurring issues and opportunities to improve accuracy and efficiency Strengthen Partnerships: Collaborate with wirehouses, fund sponsors, and internal teams to resolve discrepancies

Required Experience

• Bachelor’s degree or equivalent experience
• 3+ years of client facing work-related experience specifically in financial services, banking, reconciliation, accounting, or similar required
• 3+ years of leadership experience highly desirable
• Proficient in Excel
• Strong written and verbal communication Skilled in operations, problem-solving, and data analysis Self-motivated and career-focused
• Works well in fast-paced, team environments Highly organized with strong time management Quick to learn new systems and processes Experience with service tools (e.g., Word, JIRA, Chorus/AWD, TA2000, 3270) a plus Join SS&C, where innovation meets global opportunities.

Click here to apply. #LI-JW3 #LI-Hybrid 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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled. 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.