Client Administration Associate - PA-LO-AX-Q1_2025-5

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 Administration Associate – Private Insurance

Locations: Kansas City, MO Hybrid or Remote | Hybrid

Get To Know Us:

The Client Administration Associate’s objective will be to maintain the client service functions to support Private Placement Life Insurance product structures in a high quality and timely manner.  These functions include monetary and clerical transaction processing, Private Placement Memorandum Supplement distribution, FinCen reviews and quality control functions. 

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating to Varity of Backgrounds, Talents and Experience of Our Employees.
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Execute monetary and clerical functions in accordance with client instructions.
• Respond to client requests (oral and written).
• Maintain data on the administration system.
• File/maintain client documentation in the Client Files.
• Execute bulk mailings such as the PPM Supplement function, Privacy Mailings and other client notifications.
• Execute quality control audits on prepared and processed work items.

What You Will Bring:

• Bachelor’s Degree in a business-related field preferred and 2-4 years’ experience in a similar role in an insurance, financial services, or investment environment preferred.
• Strong organizational skills and attention to detail required.
• The ability to maintain working relationships with clients.
• Desire to learn and become proficient in the client service functions.
• Maintain a service-oriented approach to our internal and external clients.
• Ability to manage multiple projects with quickly changing requirements/priorities when needed.
• Excellent customer service skills & experience along with influential communication skills
• Strong knowledge of Microsoft Office products.

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.

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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 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.