Client Advocate
2 weeks ago
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
**Job Description**:
Client Advocate
Locations: New York, NY or Jacksonville, FL | Hybrid
Get To Know The Team:
SS&C Innovest seeks a Client Advocate to join its Client Service Team. With offices in New York, Texas and California, SS&C Innovest specializes in trust, wealth management, payments, unique and hard‐to‐value assets, securities operations, and information systems.
The Client Advocate is responsible for building and maintaining positive and growing relationships with clients. This role is a unique hybrid role between customer service and operations. Their main goal is to provide support for customers day-to-day and are the central point of contact for resolving questions, troubleshooting potential issues, ensuring timely ticket resolution, and conducting training. In addition, the Client Advocate is also responsible for managing projects and internal workflow while proactively communicating status to clients as well as maintaining current knowledge on the systems and markets we serve.
Why You Will Love It Here
- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more
What You Will Get To Do:
- Serve as primary point of contact, owner of the relationship with the client
- Schedule, organize and lead professional meetings with clients, internal resources and external partners
- Provide timely, proactive feedback to clients on outstanding issues
- Manage contractual SLAs and expirations
- Actively manage assigned tickets
- Coordinate releases with clients, vendors and internal resources
- Maintain system expertise through regularly provided training sessions
- Triage and troubleshoot client reported issues or requests
- Always deliver above and beyond service to exceed our clients’ expectations
What You Will Bring:
- Bachelor's Degree required
- 5+ years’ experience in client service or relationship management positions in the financial technology or banking industry
- Excellent presentation and communication skills
- Ability to effectively present information and communicate internally to both business and technical levels with the stakeholders and developers involved
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Familiarity with different phases of SDLC and testing methodologies
- Familiarity with Relational Database navigation (SQL queries, etc.)
- Proven interpersonal, analytical, and creative problem-solving skills, with attention to detail/strategy - necessary to identify programming errors/inconsistencies and recommend solutions
- Project Management skills are critical to this position, as success involves strict adherence to projected release dates
- Ability to work proactively, both independently and in small groups
- Quick learner with experience working in fast-paced environments and the ability to multi-task.
- Some comfort level with navigating through various technology systems to troubleshoot and research software requests
- Strong analytical skills to identify system and business impacts
LI-AL1
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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.
NY: Salary range for the position:
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