SS&C Advent

Financial Services

ClientAdvocate

$75–110k ~AI est. Jacksonville, Florida, United States; United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

Problem solver; Pinpoint root cause; Troubleshoot technology; Troubleshoot financial industry

Eligibility Requirements

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

Free ATS check

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.

Read Company Rants →