SS&C Advent
Financial Services
ClientAdvocate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Advocate at SS&C Advent. Skills: Customer relationships, Value realization, Client retention. Work directly with clients. Help solve client problems”
What You'll Achieve.
Ensure customer satisfaction; Address customer concerns timely; Deliver greater value; Drive adoption; Produce a resolution
Industry & Context.
Problem solver; Pinpoint root cause; Troubleshoot technology; Troubleshoot financial industry
Occasional in person scenarios
What They're Looking For.
Must Have
Proven work experience as Customer Success Manager or similar role, Excellent communication skills, Ability to empathize and connect with clients, Approachability and selfless attitude, Ability to ask the 'why', Build trust and transparency with clients
Nice to Have
Black Diamond power user
What You'll Do.
Work directly with clients
Help solve client problems
Ensure client satisfaction
Address customer questions
Address customer concerns
Undertake discovery activities
Undertake education activities
Help clients troubleshoot technology
Help clients troubleshoot financial industry issues
Spend time knowing client's business model
Spend time knowing client's system needs
Offer creative solutions
Proactively identify opportunities
Deliver greater value
Pinpoint root cause of problems
Own relationship start to finish
Educate clients on software systems
Train clients on software systems
Troubleshoot platform issues
Troubleshoot technology-based issues
Work with internal teams
Empathize with clients
Build trust with clients
Build transparency with clients
Strengthen client relationship
Solve internal issues
Solve client problems
Help inspire solutions
Help empower solutions
Step up to help others
Celebrate platform updates
Give back to community
Participate in philanthropic opportunities
Participate in company events
How You'll Work.
Team & Collaboration
Work closely with teammates; Work with others; Work with internal teams; Collaborate with Product teams; Collaborate with Development teams
Communication Scope
Presentations; Written documents
Full 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_** _**Job Description**_ ## **Client Advocate** **Locations** : Jacksonville, FL | Hybrid | Remote ** _Get To Know The Team:_ ** SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Advocate to join our industry-leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform™ solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. **_Why You Will Love It Here!_** * **Flexibility** : Hybrid Work Model and Business Casual Dress Code, including jeans * **Your Wellbeing:** Medical, Dental, Vision, Employee Assistance Program, Parental Leave * **Wide Ranging Perspectives:** Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * **Training:** Hands-On, Team-Customized, including SS&C University ** _What You Will Bring:_ ** * The ideal candidate should be highly motivated with excellent communication and analytical skills. Within this role, you will build and maintain strategic relationships with existing clients through effective communication in a proactive, consultative and professional manner. * You’re a self-starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment * You have proven work experience as a Customer Success Manager or similar role * You have excellent communication skills, including presentations and writte
Applying for this Client Advocate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about SS&C Advent?
Real rants from real employees. Read before you apply.