MockQuestions

SS&C Technologies Mock Interview

Question 16 of 27 for our SS&C Technologies Mock Interview

SS&C Technologies was updated by on April 13th, 2020. Learn more here.

Question 16 of 27

SS&C Technologies strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

Businesses in financial advising are constantly pushing the limits to ensure that they retain clients and SS&C Technologies doesn't take client retention lightly. One slip up and a high profile client will be taking their business to a competitor. For this question, your interviewer will be looking to hear that you understand your role in the customer retention equation and how you take pride in that in your everyday work. Make sure to hit on the point that doing the small things, like prompt communication and follow up, go a long way towards keeping clients happy.

Next Question

How to Answer: SS&C Technologies strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

Advice and answer examples written specifically for a SS&C Technologies job interview.

  • 16. SS&C Technologies strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

      How to Answer

      Businesses in financial advising are constantly pushing the limits to ensure that they retain clients and SS&C Technologies doesn't take client retention lightly. One slip up and a high profile client will be taking their business to a competitor. For this question, your interviewer will be looking to hear that you understand your role in the customer retention equation and how you take pride in that in your everyday work. Make sure to hit on the point that doing the small things, like prompt communication and follow up, go a long way towards keeping clients happy.

      Written by Ryan Brunner on April 13th, 2020

      1st Answer Example

      "I learned a few very important things from a senior mentor early in my career that I still hold near and dear to my heart to this day. First, clients expect me to be responsive to their needs to ensure that they keep their business with me. Because of this, I return phone calls and emails as soon as I can, even if that means in the evening, the early morning or on a Sunday afternoon. These small actions go a long way in showing my clients that I care. Another key to the success of my long-term clients is my ability to set and manage expectations for them. Clients desire to have a plan and know what that plan entails and I pride myself on my ability to work with them to set goals and a plan to achieve those goals."

      Written by Ryan Brunner on April 13th, 2020

      2nd Answer Example

      "Having lost clients in the past that went to another firm, I take that pain personally and do everything I can do to ensure long lasting relationships with my clients. For me, the first key to long term success with my clients is a proactive approach. I don't wait for clients to get in touch with me to make changes to their portfolio, I reach out to them. This action alone shows my clients that I am working for their best interest. Another action I take that shows my worth to my clients are goal tracking and quarterly progress reports that I send out to them. This is particularly helpful for clients that are working with me in their first two years."