Client Engagement Liaison (LH-BPO)
AI summary of the role
This role provides operational consulting and execution support for investment operations initiatives at a large financial services technology company.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- 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.
What you’ll bring
- 2+ years of relevant experience OR high school diploma with 4+ years of related experience.
- Master’s degree OR Bachelor’s Degree.
- Demonstrated ability to manage projects of moderate complexity.
- Strong problem-solving skills with the ability to make recommendations and decisions independently.
Technologies
OMS · data warehouses · reporting platforms · reconciliation · workflow design
About SS&C
Software and outsourced operations for asset managers, hedge/private funds, insurers, and healthcare payers — fund admin, accounting, transfer agency, and middle/back-office tech at global scale.
Public · 5000+ people
Source and classification
Implementation & delivery · Evidence for this classification:
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
More from the job description
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 [... source excerpt omitted ...] u 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 reporti [... source excerpt omitted ...] chnical 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 comp
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