SS&C

Financial Services

ClientServicesAnalystI

$52–68k ~AI est. Jacksonville, Florida, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Client Services Analyst I at SS&C. Skills: Client services, Technical support, Financial technology. Serve as the first point of contact for. Deliver timely and professional support”

What You'll Achieve.

Ensuring client success; Ensuring client satisfaction

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving; Analytical abilities; Troubleshoot; Resolve complex issues

Eligibility Requirements

Occasional weekend on-call shifts, Support market hours

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, take initiative, Familiarity with MS Windows, MS Office, general system architecture, Flexibility to support market hours, 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

Deliver timely and professional support

Troubleshoot and resolve technical and product-related challenges

Work closely with internal teams

Ensure seamless client experiences

Act as an escalation point for client counterparties

Drive resolution and maintain trust

Develop partnerships with clients

Understand client needs

Deliver value to clients

Handle multiple client requests simultaneously

Maintain high levels of accuracy

Maintain responsiveness

Maintain satisfaction

Participate in training programs

Participate in ongoing development initiatives

How You'll Work.

Team & Collaboration

Professional Services; Product Management; Product Development

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** **Locations** : Jacksonville, FL | Hybrid (6 days/month in office) **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. **What You’ll Do** As a Client Services Analyst I, you’ll play a critical role in ensuring client success and satisfaction. Your responsibilities will include: * **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 experiences. * **Support Escalations:** Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution and maintain trust. * **Build Relationships:** Develop strong partnerships with clients, including portfolio managers, traders, and operations teams, to understand their needs and deliver value. * **Manage Multiple Priorities:** Handle m

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