Client Services Analyst I
SS&C Technologies Holdings
Client Services Analyst I
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 successresolving 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.
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 teamsincluding Professional Services, Product Management, and Product Developmentto 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 multiple client requests simultaneously while maintaining high levels of accuracy, responsiveness, and satisfaction.
- Contribute to Continuous Improvement: Participate in training programs and ongoing development initiatives to enhance your skills and grow within the organization.
Required Experience
- 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
What Sets You Apart
- Degree in MIS, Computer Science, Finance, Economics, Math, or a related field
- 12 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
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
$18 - $20 per hour
About the Opportunity: Come join one of the fastest-growing fintech startups in the U.S.! At Jerry, we’re on a mission to help car owners save time and money on one of their most expensive and high maintenance assets. Since launching our mobile app in 2019, we have amassed...SuggestedHourly payLocal areaRemote workMonday to FridayWeekend workAfternoon shift- ...work and education) Job Description FIS Management Services, LLC seeks Pricing Analyst Specialists- Monetization Strategy in Jacksonville, FL... ...information that we process in order to provide services to our clients. For specific information on how FIS protects personal...SuggestedFull timeContract workRemote workWork from home
$35 per hour
...the development of budgets, long term financial plans, cost of service, pricing, and/or any other finance related task. Solves complex... ..., forecasts and appropriate schedules as required. Maintains client policies, agreements, tariffs and other documentation as it...SuggestedHourly payContract workWork at officeLocal area$77k - $202k
...to 60% At PwC, our people in customer consulting specialise in providing consulting services focused on customer-related strategies and initiatives. These individuals analyse client needs, develop customer-centric solutions, and offer guidance and support to help clients...SuggestedFull timeH1b- Outstanding opportunity on the Southside to join growing team. This is an in office role with a fantastic group who is supported by strong leadership. Essential Job Responsibilities • Support and implement daily pricing requests. • Advise sales on pricing policies...SuggestedWork at office
- ...Job Description Kavaliro is seeking a Pricing Analyst for one of our Jacksonville clients. This position will be onsite 5 days a week and top candidates... ...will be able to provide a high level of customer service, and insights into a variety of reporting. Key Responsibilities...Permanent employmentShift work
- ...Summary: The Pricing Analyst is responsible for review of sales and customer request, researching pricing data, analyzing each pricing scenario as presented, working directly with sales and upper management, and proposing and generating ocean liner quotes and contracts...Contract workTemporary workWork experience placementFlexible hours
- A national recruiting company is seeking an analyst for a contractor position focusing on marketing technology and digital data management. In Jacksonville, FL, the candidate will manage data feeds, support reporting processes, and ensure data quality. Responsibilities...Contract workFor contractors
- ...than 40 hospitalists serving 19 affiliated hospitals. We generate annual revenues of more than $1.7 billion derived from patient services, contributions from the Alfred I. DuPont Trust, as well as other income. As one of the nation's premier pediatric health systems,...Full time
- Overview Nemours is seeking a Biostatistician to join our Nemours Children\'s Health team in Jacksonville, FL. The Biostatistician is a key member of the Biomedical Research Informatics Center (BRIC) and plays a vital role in supporting the Biostatistical Core team. Reporting...
- Une entreprise de solutions en main-d'œuvre, Integrated Resources Inc., recherche un candidat pour un rôle d'analyste biostatistique. Celui-ci participera à divers aspects des études cliniques, de la planification des essais à la gestion des données. Les candidats doivent...
- ...us stay true to our commitments of performance and integrity. Our team works hard to deliver a tailored approach for each and every client, critical in matching the right employers with the right candidates. We forge partnerships that are meant for the long term and...Work experience placementWork at office
$45k - $56k
Description Our Medicare IT Analyst - Pricing Procedures Analyst is responsible for researching and responding to interdepartmental... ...time off ~ Health insurance, dental insurance, and telehealth services start DAY 1 ~ Professional and Leadership Development...Contract workFor contractorsLocal areaImmediate startRemote work$50k - $75k
SHI is seeking a Deal Desk Specialist in Jacksonville, Florida to support the operational execution of the Spend Optimization Services governance process. Key responsibilities include ensuring deals are structured and priced accurately, coordinating approvals, and maintaining...- Kavaliro is looking for a Pricing Analyst in Jacksonville, FL, to enhance pricing strategies across various products and customers. This role requires strong analytical and problem-solving skills, proficiency in advanced Excel and SQL, and excellent communication abilities...
- LHH Recruitment Solutions is searching for a Pricing Analyst for a distribution company in Jacksonville, FL. In this role, you’ll analyze market trends, maintain accurate pricing data, and collaborate with sales and purchasing teams to ensure profitability and alignment...Monday to Friday
- Trailer Bridge is looking for a passionate Pricing Analyst in Jacksonville, Florida. This role is crucial for reviewing sales data, generating profitable quotes, and collaborating with various departments to ensure competitive rates. The ideal candidate will have 2-3 years...
- A financial technology company in Jacksonville is looking to hire for a full-time position that requires a Bachelor's degree in Business Administration. The role involves developing professional contributions while working independently with general supervision. Candidates...Full time
- A financial institution in Jacksonville seeks a professional to manage residential loan pricing and commitment. Candidates should have at least 5 years of experience in a banking or mortgage production environment, with strong automation and communication skills. Responsibilities...
- The Fresh Market is seeking an In Stock Specialist in Jacksonville, FL. This role focuses on maintaining inventory integrity, overseeing pricing accuracy, and ensuring optimal performance of electronic shelf tags. Responsibilities include conducting out-of-stock checks,...
- A staffing and recruiting firm is looking for an Associate Analyst to support pricing requests and optimize business growth through data analysis. The ideal candidate will possess strong analytical skills, proficiency in Excel and SQL, and an understanding of pricing strategies...Full time
- ...reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a... ...to use senses to effectively communicate with co‑workers and clients and detect hazardous conditions - Constantly - at least 51%...Temporary workFor contractorsWork at officeFlexible hours1 day per week
- A leading electrical product distributor in Jacksonville, FL seeks a Quotations Specialist to manage project quotations and establish relationships with customers and vendors. The candidate should have 2+ years of relevant experience and strong communication skills. This...
- A financial services company in Jacksonville, FL is looking for a Pricing Analyst Specialist to develop financial and pricing models that influence product acquisition strategies. Candidates should have a bachelor's degree in finance or business with three years of relevant...Full timeRemote work
$20 - $30 per hour
...in Jacksonville, FL is seeking a Retail Sales Associate to engage customers and generate leads while providing excellent customer service. This position includes both part-time and full-time opportunities with an earning potential of $20 to $30 per hour based on commission...Hourly payFull timePart timeFlexible hours- State Side Strategies is seeking motivated and outgoing Lead Generators in Jacksonville, Florida. This entry-level role allows individuals to connect with potential customers, gather information, and contribute to sales goals. Ideal candidates are energetic communicators...Weekly payFlexible hours
- American Residential Services in Jacksonville, FL is seeking a Retail Sales Associate to engage with customers in major home improvement stores. This role involves generating leads, demonstrating home comfort solutions, and setting appointments for specialists. With opportunities...Weekly payFull timePart timeShift work
- ...Engage with potential customers to gather basic information Create and submit quality leads for the sales team Answer simple product/service questions Maintain a positive and professional attitude Meet daily/weekly lead goals Qualifications No experience required —...Weekly payFull timeStart working todayImmediate startFlexible hours
- Part-Time Lead Generator - Custom Closet Company We are a growing custom closet company seeking an outgoing, motivated Part-Time Lead Generator to generate in-person leads at Lowe’s and Costco locations, plus other community events. Responsibilities: Engage with customers...Part timeFlexible hoursWeekend work
- A growing custom closet company in Jacksonville is looking for an outgoing, motivated Part-Time Lead Generator. In this role, you will generate leads at various locations such as Lowe’s and Costco, engage with customers, and represent the brand professionally. Ideal candidates...Part timeFlexible hoursWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Analyst I. Be the first to apply!
- part-time customer service security Jacksonville, FL
- logistics customer service Jacksonville, FL
- home based customer service Jacksonville, FL
- automotive customer service Jacksonville, FL
- client service Jacksonville, FL
- work at home online customer service Jacksonville, FL
- senior manager customer operations Jacksonville, FL
- customer service - apparel Jacksonville, FL
- weekend customer service position Jacksonville, FL
- apple customer service work from home Jacksonville, FL

