Client Specialist

3 weeks ago

Jacksonville, United States SS&C Full time

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 Specialist

Locations: Jacksonville, FL | Hybrid | Remote FL

Get To Know The Team:

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Specialist to join our industry-leading Black Diamond Service Team. In this role, you will join a dynamic team that support clients using our Black Diamond Wealth Platform solution. The ideal candidate should be highly motivated with excellent communication and analytical skills. Within this role, you will build and maintain strategic relationships with existing clients through effective communication in a proactive, consultative and professional manner.

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:

  • Help clients troubleshoot technology and financial industry based issues via phone, email, virtual meetings or in person scenarios

  • Ensure work items are complete in a timely manner.

  • Upon completion of work items, the Client Service Associate will review the work for accuracy and completeness

  • Support for the Client Advocate Group

  • Loading various spreadsheets/data

  • Work with internal teams on research items

  • Assist with clients reporting needs

  • Communicate with 3rd party data vendors to insure proper data flow

  • Assist with special projects as they rise

  • Update and maintain open items lists as needed

  • Work with internal partners to resolve issues and get answers

  • Act in a consultative manner offering creative solutions

  • Educate and train clients on rapidly changing software systems

  • Efficiently and effectively handle escalations and continuously re-prioritize outstanding items

What You Will Bring:

  • Are you a THOUGHTFUL individual who takes OWNERSHIP of your work and is motivated by EXCELLENCE?

  • Are you someone who wants to work at a FUN and INNOVATIVE company? Do you thrive in a COLLABORATIVE environment built on TRUST? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville.

  • The ideal candidate will have the ability to demonstrate our core values in all aspects of the position. For example, on a daily basis current individuals in this position:

OWNERSHIP

  • Spend time getting to know client's business model and individual system needs

  • Identify client problems, provide solutions, and own the relationship from start to finish

EXCELLENCE

  • Troubleshoot platform-specific and technology-based issues

  • Are Black Diamond power users in order to provide the most relevant and creative platform solutions

THOUGHTFUL

  • Have the ability to empathize and connect with clients

  • Are approachable and display selfless attitude towards others

FUN

  • Give back to the community by participating in various philanthropic opportunities

  • Celebrate with our Product & Development teams as they unveil updates to our platform

INNOVATIVE

  • Are adaptive and flexible when helping develop solutions for clients

  • Not afraid to ask why and continue to learn

COLLABORATE

  • Show strong desire to work with others to solve internal issues and client problems

  • Care about the success of teammates and help inspire and empower creative solutions

TRUST

  • Thrive in an environment where employees want all teammates and every client to succeed

Thank you for your interest in SS&C To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-AL1

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.

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