SS&C
Financial Services
ClientServicesAnalystI
Neural analysis suggests this role is
optimal for Entry candidates.
“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.
Problem-solving; Analytical abilities; Troubleshoot; Resolve complex issues
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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