Ss&c
financial services
ClientServicesAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Services Analyst at Ss&c. Skills: client success, technical support, product usage guidance, relationship building. Serve as the first point of contact for client inquiries via phone, email, and web, delivering timely and professional support.. Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.”
What You'll Achieve.
delivering timely and professional support; maintain trust; deliver value; maintaining high levels of accuracy, responsiveness, and satisfaction
Industry & Context.
Proven problem-solving and analytical abilities; analytical thinking
Flexibility to support market hours and occasional weekend on-call shifts
What They're Looking For.
Must Have
Bachelor’s degree, verbal and written communication skills, Proven problem-solving and analytical abilities, Passion for client service and relationship building, Ability to learn quickly, adapt to new tools, and take initiative, Familiarity with MS Windows, MS Office, and general system architecture, Flexibility to support market hours and occasional weekend on-call shifts, Experience in a customer service or client-facing role
Nice to Have
Degree in MIS, Computer Science, Finance, Economics, Math, or a related field, 1–2 years of experience in financial services, accounting, or a related industry, Exposure to portfolio accounting or trade order management systems, Familiarity with SQL, UNIX, or LINUX environments
What You'll Do.
Serve as the first point of contact for client inquiries via phone
delivering timely and professional support.
Troubleshoot and resolve technical and product-related challenges
focusing on low-volume
high-complexity cases that require analytical thinking.
Act as an escalation point for client counterparties and internal stakeholders
helping drive resolution and maintain trust.
Develop partnerships with clients
including portfolio managers
to understand their needs and deliver value.
Handle multiple client requests simultaneously while maintaining high levels of accuracy
How You'll Work.
Team & Collaboration
Work closely with internal teams—including Professional Services, Product Management, and Product Development —to ensure seamless client experiences.; Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution and maintain trust.
Communication Scope
verbal and written communication skills
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_** **Client Services Analyst I** **Location(s)** : Jacksonville, FL / Chicago, IL / Evansville, IN / San Francisco, CA / Mississauga, Canada (Hybrid) **About the Role** Join SS&C’s Client Services team, where financial services meet cutting-edge technology. Regardless of the platform you support, you'll be at the forefront of client success—resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge funds, asset managers, and other financial institutions. This role is ideal for individuals eager to build a career at the intersection of finance, technology, and client service. **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You 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** * Engage with Clients: Serve as the first point of contact for client inquiries via phone, email, and web, delivering timely and professional support. * Resolve Complex Issues: Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking. * Collaborate Across Teams: Work closely with internal teams—including Professional Services, Product Management, and Product Development —to ensure seamless client experi
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