Client Account Manager at SS&C ensuring service delivery and managing client relationships in financial services. Leading oversight of account management activities for superannuation and investments in a hybrid model.
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.
Requirements
3-5+ Year’s account management experience
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.
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.
Experience working with technology solutions desirable.
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