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Client experience account manager - transfer agency

Melbourne
SS&C Technologies
Accountancy Manager
Posted: 14 June
Offer description

Client Experience Account Manager - Transfer AgencyClient Experience Account Manager - Transfer AgencyGet AI-powered advice on this job and more exclusive features.Direct message the job poster from SS&C TechnologiesSenior Talent Acquisition Specialist @ SS&C TechnologiesClient Experience Account Manager - Transfer AgencyLocations: Melbourne/Sydney | HybridGet To Know Us:SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.Why You Will Love It Here!Flexibility: Hybrid Work ModelYour Future: Income Protection Insurance & Salary ContinuanceWork/Life Balance: Generous Bereavement & Compassionate leaveYour Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD InsuranceDiversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on DiversityTraining: Hands-On, Team-Customized, including SS&C UniversityExtra Perks: Discounts on fitness clubs, travel and more!What You Will Get To Do:The Client Experience Account Manager is responsible for the end-to-end delivery of high-quality service to our Transfer Agency clients, including asset managers, custodians, and responsible entities. This role ensures the seamless execution of day-to-day operations, client and regulatory change initiatives, and the safe introduction of new products and services across the SS&C Transfer Agency offering. It also requires close collaboration with the SS&C Fund Administration team to deliver an integrated, bundled service where required.A key focus of the role is proactive client engagement to drive satisfaction and retention, while supporting Relationship Managers in identifying and enabling growth opportunities.Provide oversight of all aspects of client service delivery, collaborating with the Senior Manager, Client Experience Account Management, and Relationship Managers to enhance service quality and drive long-term client value.Act as a trusted advisor to clients by understanding their business objectives, operational needs, and service expectations.Lead regular service reviews (e.g., monthly), ensuring contractual obligations and KPIs are met while identifying improvement opportunities and aligning on future objectives.Oversee client and regulatory change initiatives, working with internal teams to define priorities, delivery timelines, and ensure readiness for implementation.Track and report on client change activities, ensuring transparent communication and timely updates.Collaborate with internal teams and Relationship Directors to proactively manage client satisfaction and escalate concerns when necessary.Manage key account management responsibilities, including SLA/KPI tracking, reporting, and invoicing in coordination with the commercial team.Establish and maintain service meeting schedules and governance models to support structured client engagement.Drive governance frameworks to ensure optimal client relationships and effective stakeholder engagement.Serve as the escalation point for critical client issues, overseeing timely resolution and ensuring ongoing service delivery.Partner with operations teams to implement process improvements following incidents or escalations.Leverage client performance data and analytics to identify trends, anticipate needs, and enhance service delivery.Prepare and manage internal and external reporting, including presentation materials and dashboards.Chair internal client review meetings and support executive reporting.Complete and distribute weekly and periodic client reports as required.What You Will Bring:3–5+ years of account management or client-facing experience, ideally within a technology provider, fund administrator, or financial services firm.Proven ability to build and manage strong relationships with key stakeholders at multiple levels within client organizations.Excellent communication and presentation skills, with the ability to clearly articulate complex solutions to both technical and non-technical audiences.Strong interpersonal and relationship-building skills, with a customer-first mindset.Demonstrated experience in positioning and managing complex technology and services solutions.Experience working with technology platforms or SaaS solutions is highly desirable.Background in asset management or transfer agency is preferred.Experience in fund accounting is an advantage.We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionCustomer ServiceReferrals increase your chances of interviewing at SS&C Technologies by 2xGet notified about new Account Manager jobs in Melbourne, Victoria, Australia.Melbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia A$120,000.00-A$220,000.00 3 weeks agoMelbourne, Victoria, Australia 3 days agoSMB Account Manager, Talent & Learning SolutionsSouthbank, Victoria, Australia 13 hours agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 2 weeks agoNational Account Manager - Travel RetailBellfield, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoSouthbank, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 4 days agoNational Account Manager, Woolworths & AmazonMelbourne, Victoria, Australia 4 weeks agoForest Hill, Victoria, Australia 4 days agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 month agoSenior National Account Manager - WoolworthsMelbourne, Victoria, Australia 4 days agoKey Account Manager, ANZ (Based in Melbourne)Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 6 days agoMelbourne, Victoria, Australia 10 hours agoMoorabbin, Victoria, Australia A$75,000.00-A$95,000.00 3 weeks agoMelbourne, Victoria, Australia 3 days agoNational Account Manager – Foodservice & IndustrialMelbourne, Victoria, Australia 3 hours agoNational Account Manager - Alternate ChannelsMelbourne, Victoria, Australia 4 days agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia A$95,000.00-A$105,000.00 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 16 hours agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoWe’re unlocking community knowledge in a new way. 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