Client Services Analyst 1

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.

Responsibilities

• 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.
• 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.
• Develop strong partnerships with clients, including portfolio managers, traders, and operations teams, to understand their needs and deliver value.
• Handle multiple client requests simultaneously while maintaining high levels of accuracy, responsiveness, and satisfaction.
• Participate in training programs and ongoing development initiatives to enhance your skills and grow within the organization.

Requirements

• Bachelor’s degree
• Strong 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
• Advantageous exposure to portfolio accounting or trade order management systems
• Familiarity with SQL, UNIX, or LINUX environments

Qualifications

• Passionate about 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
• Exposure to portfolio accounting or trade order management systems
• Familiarity with SQL, UNIX, or LINUX environments

Skills

• Strong 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
• Exposure to portfolio accounting or trade order management systems
• Familiarity with SQL, UNIX, or LINUX environments

Benefits

• 401k matching
• Medical/dental/vision coverage
• Paid time off
• Parental leave
• Employee assistance programs

Pay

Commensurate with experience.

Schedule

Hybrid (6 days/month in office).