Client Engagement Liaison (LH-BPO)

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

Client Engagement Liaison (LH-BPO)
Location: Boston, MA and New York, NY

About the Role

This role provides operational consulting and execution support across key investment operations initiatives, including fund launches, counterparty setup, platform integrations, reporting enhancements, and asset class expansion.

The individual will partner with clients and internal teams to optimize workflows, support OMS functionality, and ensure smooth execution of front, middle, and back-office processes. Responsibilities include conducting operational reviews, supporting reconciliations and lifecycle events, documenting requirements, and improving scalable workflows.

The ideal candidate has strong investment operations experience, solid problem-solving skills, and the ability to manage client-facing work while ensuring accuracy, efficiency, and high-quality delivery.

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:

• Provide operational consulting and execution support on projects such as fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations.
• Conduct operational reviews to assess environments, ensuring optimal configuration, adoption of new functionality, and implementation of scalable, efficient workflows.
• Advise on and support integrations across front, middle, and back-office systems, third‑party vendors, data warehouses, and reporting platforms.
• Process and reconcile key asset servicing lifecycle events and non‑trading activities.
• Document business and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts.
• Architect and engineer OMS workflows to meet complex business and operational requirements.
• Act as a subject‑matter expert for OMS functionality, providing escalation support for day‑to‑day operational issues as well as strategic client requests.
• Ensure quality, accuracy, and completeness of all solutions delivered to clients.
• Partner with internal teams

Required Experience

• 2+ years of relevant experience OR high school diploma with 4+ years of related experience.

• Master’s degree OR Bachelor’s Degree

What Sets You Apart

• Demonstrated ability to manage projects of moderate complexity.
• Strong problem-solving skills with the ability to make recommendations and decisions independently.
• Excellent communication and client relationship management skills.
• Ability to balance multiple priorities while maintaining attention to detail.
• Prior experience in BPO, consulting, or client-facing roles strongly preferred

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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.

New York: The expected base salary for the position is between $100,000 USD to $160,000 USD. Massachusetts: The expected base salary for the position is between $90,000 USD to $180,000 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.