Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth. Why Join SS&C SS&C combines proprietary technology with deep ...
New
Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth. Why Join SS&C SS&C combines proprietary technology with deep ...
New
Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth. Why Join SS&C SS&C combines proprietary technology with deep ...
New
Denver, CO ยท On-site
$128K - $250K/yr
Client relationship management and business development: manage client relationships, build a portfolio up to $50M+, own the opportunity management cycle: Prospect-Evaluate-Propose-Close * Client ...
Denver, CO ยท On-site
$128K - $250K/yr
Client relationship management and business development: manage client relationships, build a portfolio up to $50M+, own the opportunity management cycle: Prospect-Evaluate-Propose-Close * Client ...
Denver, CO ยท On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Denver, CO ยท On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Denver, CO ยท On-site
$275K - $300K/yr
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services -- with a minimum of 5 years focused ...
Denver, CO ยท On-site
$275K - $300K/yr
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services -- with a minimum of 5 years focused ...
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Denver, CO ยท On-site
$275K - $300K/yr
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services -- with a minimum of 5 years focused ...
Denver, CO ยท On-site
$275K - $300K/yr
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services -- with a minimum of 5 years focused ...
Denver, CO ยท On-site
$275K - $300K/yr
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services - with a minimum of 5 years focused ...
Denver, CO ยท On-site
$275K - $300K/yr
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services - with a minimum of 5 years focused ...
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services -- with a minimum of 5 years focused ...
Quick apply
Qualifications Industry Expertise * 10+ years of experience in client management or business development within data-driven marketing, analytics, or data services -- with a minimum of 5 years focused ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Englewood, CO ยท On-site
$80K - $107K/yr
Client Relationship Management * Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. * Build and maintain ...
Englewood, CO ยท On-site
$80K - $107K/yr
Client Relationship Management * Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. * Build and maintain ...
Denver, CO ยท On-site
Ares Management Corporation is a leading global alternative investment manager offering clients ... The position supports the AWMS Client Services department across investor servicing, transfer ...
Denver, CO ยท On-site
Ares Management Corporation is a leading global alternative investment manager offering clients ... The position supports the AWMS Client Services department across investor servicing, transfer ...
Loveland, CO ยท On-site
$133K - $198K/yr
A passion for client success and relationship building. * 8+ years of experience in client management, preferably in engineering or energy sectors. * Strong communication, leadership, and problem ...
Loveland, CO ยท On-site
$133K - $198K/yr
A passion for client success and relationship building. * 8+ years of experience in client management, preferably in engineering or energy sectors. * Strong communication, leadership, and problem ...
Denver, CO ยท On-site
$133K - $198K/yr
A passion for client success and relationship building. * 8+ years of experience in client management, preferably in engineering or energy sectors. * Strong communication, leadership, and problem ...
Denver, CO ยท On-site
$133K - $198K/yr
A passion for client success and relationship building. * 8+ years of experience in client management, preferably in engineering or energy sectors. * Strong communication, leadership, and problem ...
Colorado Springs, CO ยท On-site
$83K - $114K/yr
... client management aspects. Education/Experience: * Bachelor's degree in Civil Engineering from an accredited college or university or related discipline. * Valid Colorado PE license. * Minimum of 10 ...
Colorado Springs, CO ยท On-site
$83K - $114K/yr
... client management aspects. Education/Experience: * Bachelor's degree in Civil Engineering from an accredited college or university or related discipline. * Valid Colorado PE license. * Minimum of 10 ...
Colorado Springs, CO ยท On-site
$120K - $175K/yr
... client management aspects. Education/Experience: * Bachelor's degree in Civil Engineering from an accredited college or university or related discipline. * Valid Colorado PE license. * Minimum of 10 ...
Colorado Springs, CO ยท On-site
$120K - $175K/yr
... client management aspects. Education/Experience: * Bachelor's degree in Civil Engineering from an accredited college or university or related discipline. * Valid Colorado PE license. * Minimum of 10 ...
Colorado Springs, CO ยท On-site
$120K - $175K/yr
... client management aspects. Education/Experience: * Bachelor's degree in Civil Engineering from an accredited college or university or related discipline. * Valid Colorado PE license. * Minimum of 10 ...
Quick apply
Colorado Springs, CO ยท On-site
$120K - $175K/yr
... client management aspects. Education/Experience: * Bachelor's degree in Civil Engineering from an accredited college or university or related discipline. * Valid Colorado PE license. * Minimum of 10 ...
Englewood, CO ยท On-site
$68K - $85K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
Englewood, CO ยท On-site
$68K - $85K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
Englewood, CO ยท Remote
$68K - $85K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
New
Englewood, CO ยท Remote
$68K - $85K/yr
Client Relationship Management * Serve as the main contact for assigned clients, providing guidance on contracts, plan structure, renewals, and issue resolution. * Build and maintain positive client ...
New
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Aspen, CO ยท On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Aspen, CO ยท On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
$62.6K - $64.4K
8% of jobs
$64.4K - $66.2K
8% of jobs
$67.8K is the 25th percentile. Wages below this are outliers.
$66.2K - $68K
11% of jobs
$68K - $69.8K
8% of jobs
$69.8K - $71.6K
11% of jobs
The median wage is $72.9K / yr.
$71.6K - $73.5K
8% of jobs
$73.5K - $75.3K
11% of jobs
$75.3K - $77.1K
8% of jobs
$77.8K is the 75th percentile. Wages above this are outliers.
$77.1K - $78.9K
11% of jobs
$78.9K - $80.7K
8% of jobs
$80.7K - $82.5K
11% of jobs
$62.6K
$73.6K
$82.5K
| Aspect | Client Management | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, certifications in account management or sales | Customer service training, communication skills |
| Work Environment | Business settings, client meetings, account oversight | Call centers, retail, support desks |
| Employer & Industry | Consulting firms, financial services, B2B companies | Retail, telecom, hospitality |
| Search & Comparison Intent | Managing client relationships, account growth | Handling customer inquiries, issue resolution |
While both roles involve interaction with clients or customers, Client Management focuses on building long-term relationships and managing accounts, often in a B2B context. Customer Service Representatives primarily address immediate customer needs and resolve issues, typically in a retail or support environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

Full-time
Medical, Dental, Vision, Retirement, PTO
Posted yesterday
New
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
Manager, Client Relationship Management
Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO (hybrid)
About the Role
The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.
Why Join SS&C
SS&C combines proprietary technology with deep industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions 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
Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.
Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support.
Demonstrate the value of SS&C's support offerings to clients, identifying opportunities for expanded support business.
Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.
Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company's services remain compliant and align with industry standards.
Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.
Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.
Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.
RequiredExperience
Bachelor's degree or equivalent work experience.
5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses
Experience managing client relationships and supporting clients within a financial services or wealth management environment.
Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
Experience working with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms such as iCapital or CAIS.
Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
Experience with operational processes related to interval funds, non-traded REITs, BDCs, and other alternative investment structures.
3+ years of experience leading teams, managing associates, or serving in a supervisory role.
Strong leadership, collaboration, and communication skills with the ability to build relationships with clients, internal partners, and cross-functional teams.
Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment.
Strong organizational skills with the ability to coordinate resources and support client deliverables.
Ability to communicate complex operational processes clearly to both technical and non-technical audiences.
Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.
Ability to quickly learn and adapt to new systems, processes, and business requirements.
Join SS&C, where innovation meets global opportunities.Click heretoapply.
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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.Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Colorado: The expected base salary for the position is between $70,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $165,000 USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.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.
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Real estate
10,000+ Employees
Duluth, GA, US
1924