Ss&c

Financial Services

ClientServicesAnalystI

$55–75k ~AI est. Jacksonville, Florida, United States; Chicago, Illinois, United States; Evansville, Indiana, United States; San Francisco, California, United States; Mississauga, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

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

The Brief

“Client Services Analyst I at Ss&c. Skills: Client success, Technical support, Relationship management. Serve as first point of contact for client. Deliver timely and professional support”

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving; Analytical thinking; Troubleshooting

Eligibility Requirements

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, Take initiative, Familiarity with MS Windows, Familiarity with MS Office, Familiarity with general system architecture, Flexibility to support market hours, Occasional weekend on-call shifts, Experience in a customer service role, Experience in a client-facing role

Nice to Have

Degree in MIS, Degree in Computer Science, Degree in Finance, Degree in Economics, Degree in Math, Degree in a related field, 1–2 years of experience in financial services, 1–2 years of experience in accounting, 1–2 years of experience in a related industry, Exposure to portfolio accounting systems, Exposure to trade order management systems, Familiarity with SQL, Familiarity with UNIX, Familiarity with LINUX environments

What You'll Do.

Serve as first point of contact for client

Deliver timely and professional support

Troubleshoot technical challenges

Troubleshoot product-related challenges

high-complexity cases

Work closely with internal teams

Ensure seamless client experiences

Act as escalation point for client counterparties

Act as escalation point for internal stakeholders

Develop partnerships with clients

Understand client needs

Deliver value to clients

Handle multiple client requests simultaneously

Maintain high levels of accuracy

Maintain high levels of responsiveness

Maintain high levels of satisfaction

Participate in training programs

Participate in ongoing development initiatives

Grow within the organization

How You'll Work.

Team & Collaboration

Internal teams; Professional Services; Product Management; Product Development; Client counterparties; Internal stakeholders; Portfolio managers; Traders; Operations teams

Communication Scope

Verbal communication; Written communication

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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