Executive Manager leading strategic direction for Regional Business Banking in Central & Greater West NSW. Driving sustainable growth and deepening community partnerships across key regional markets.
About the role
- Associate Manager Client Relations Specialist managing customer relationships at leading financial services company SS&C. Establishing collaborations and resolving client needs through education and support while mentoring associates.
Responsibilities
- Establish & lead collaborative relationships between customers and the SS&C organization
- Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
- Educate customers on implementing our products and services
- Analyze, anticipate, and identify customer needs and recommend innovative solutions
- Complete system change requests
- Research and resolve any system issues reported by customers
- Leverage extensive in-house training programs for industry knowledge and product expertise
- Mentor & lead less experienced associates
- Establish work priorities, plan projects, and ensure timelines are met
- Prepare status reports for customers
- Coordinate face-to-face meetings with customers onsite and at their location
- Ensure contractual obligations are achieved
- Assist with budgeting, billing, and contract administration
- Assist in onboarding new customers as they transition to SS&C's industry leading solutions
Requirements
- Bachelor’s degree and 3+ years of client facing work-related experience required ideally in financial services, with a preference for experience in transfer agency.
- 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
- Proficiency in use of business productive tools such as word processing, spreadsheets, data management, project management, and presentations
- Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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