Client Services Analyst I

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 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.

Location(s): Jacksonville, FL / Chicago, IL / Evansville, IN / San Francisco, CA / Mississauga, Canada (Hybrid)

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 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
• 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

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.

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.