Client Services Analyst 1
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Job Location:
San Francisco, CA - USA
Monthly Salary:
$ 75000 - 75000
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Client ServicesAnalyst I
Locations: San Francisco CA Hybrid (6 days/month in office)
About the Role
Join SS&Cs Client Services team where financial services meetcutting-edgetechnology.Regardless of theplatformyou supportyoullbe at the forefront of client successresolving technical issues guiding product usage and building strong relationships withkey personnel athedge 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.
WhatYoullDo
As a Client Services Analyst Iyoullplay a critical role in ensuring client success and satisfaction. Your responsibilities will include:
Engage with Clients:Serve as the first point of contact for client inquiries via phone email and web deliveringtimelyand 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 internalteamsincludingProfessional Services Product Management andProductDevelopmenttoensure seamless clientexperiences.
Support Escalations:Act as an escalation point for client counterparties and internal stakeholders helping drive resolution andmaintaintrust.
Build Relationships:Develop strong partnerships with clients including portfolio managers traders andoperationsteams to understand their needs and deliver value.
Manage Multiple Priorities:Handle multiple client requests simultaneously whilemaintaininghigh levelsof accuracy responsiveness and satisfaction.
Contribute to Continuous Improvement:Participatein training programs and ongoing development initiatives to enhance your skills and grow within the organization.
WhatYoullBring
Bachelors 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 ina customerservice or client-facing role
Advantageous and Preferred
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
WhyYoullLove It Here
Training & Growth: Hands-on training peer coaching and career pathing across departments like Client Engagement Product Management and Sales.
Work Environment: Hybrid work model business casual dress code (yes jeans!) and a collaborative high-touch service culture.
Benefits: 401k matching medical/dental/vision paid time off parental leave and employeeassistanceprograms.
Culture: Entrepreneurial spirit open communication innovation anda commitmentto diversity and inclusion.
Perks: Discounts on fitness clubs travel and more.
About SS&C
SS&C is a global provider of services and software for the financial services and healthcare industries.With over27000 employees across110global offices we are committed to delivering best-in-class service and technology to our clients.
Unless explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.
SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.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.
Salary is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.California: Salary range for the position: 60000 USD to 75000 USD.Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry
