Client Services Analyst

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 rely on SS&C for expertise, scale, and technology.

About the role

We are a growing team with a start-up mentality and we are looking for motivated people who want to be part of an exciting growth opportunity in the Fintech industry.

Location: Chicago, IL / Hybrid

Responsibilities

• Provide technical customer support for the Lightning and Singularity for Banking applications via phone or email to existing customer base
• Assist with the technical administration and execution of new user implementations
• Assist in the design and specifications of system enhancements
• Assist with QA testing of new releases of the application
• Update and enhance documentation on the application, training handouts, procedures, etc.
• Develop and maintain an understanding of securities and investment accounting best practices to use in coaching our clients to successful utilization of our software and services
• Develop detailed knowledge of client companies – decision makers, influencers, types of business units, invested assets. Leverage this knowledge to strengthen and grow relationships with clients
• Track multiple deadlines, multi-task, and prioritize across several clients and internal demands
• Achieve department goals in the areas of client satisfaction, revenue opportunity identification, and other established performance metrics
• Other duties as assigned including the management of internal projects

Requirements

• Master's degree, or Bachelor's degree and 2 years of related experience, or high school degree and 4 years of related experience
• 4 years of experience working with clients and problem-solving while providing solutions in a technical environment
• 2-4 years of experience and strong knowledge of Fixed Income accounting for bonds, funding instruments, collateral, MBS, CLO, Swaps, etc.
• Knowledge and/or experience in a Bank Capital Markets, Treasury, or Fixed Income Trading environment, either in operations or as a trading floor assistant
• Strong analytical ability to perform a full range of problem-solving tasks
• Excellent written and verbal communication
• Strong accounting, finance, or investment knowledge a plus
• Knowledge of SQL, mobile technology, web-based software is preferred

Skills

• Aggressive, competitive self-starter
• Excellent communications and interpersonal skills
• Passionate focus on client satisfaction
• Desire to operate in a fast-paced, entrepreneurial, and fun environment

Benefits

• Hybrid work model & business casual dress code, including jeans
• 401k matching program
• Professional development reimbursement
• Flexible personal/vacation time off, sick leave, paid holidays
• Medical, dental, vision coverage
• Employee assistance program
• Parental leave
• Hands-on, team-customized training, including SS&C University
• Discounts on fitness clubs, travel, and more

Pay

Illinois: The expected base salary for the position is between $65,000 USD to $75,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.