Client Success Consultant
2 weeks ago
SS&C is a prominent global provider of investment and financial services and software tailored for the financial services and healthcare sectors. With a presence in over 90 offices across 35 countries and a workforce exceeding 20,000 employees, we are recognized on the Fortune 1000 list as a leading U.S. company based on revenue.
Team Introduction:
Join SS&C Advent Software, Inc., a leader in investment management software for nearly four decades. We are in search of a skilled Client Success Consultant to play a pivotal role in client interactions. This position is integral to the successful implementation and adoption of our innovative Black Diamond Wealth Platform.
Key Responsibilities:
- Engage and ensure client satisfaction by managing intricate projects that involve collaboration across multiple teams, focusing on the successful onboarding to our Black Diamond Wealth Platform.
- Work closely with Black Diamond's Onboarding Teams to facilitate smooth transitions.
- Understand clients' business models and specific system requirements, crafting tailored workflows to meet their needs.
- Configure our suite of tools to empower financial advisors in managing their clients' comprehensive wealth profiles.
- Design and conduct training sessions for clients on our extensive Wealth Platform.
- Efficiently oversee 12-15 implementation projects simultaneously.
Qualifications:
- A combination of investment management and technical expertise is essential.
- 2-3 years of experience in client-facing roles within Software, Financial Services, or Financial Technology.
- A strong emphasis on delivering a holistic client experience and ensuring client satisfaction.
- Ability to quickly learn and adapt to evolving technologies.
- Experience in Project Management is preferred.
- Proficiency in Microsoft Office, particularly Excel.
- Self-motivated with the ability to work independently.
- A Bachelor's Degree is required.
Core Values:
The ideal candidate will embody our core values in every aspect of their role: Ownership, Excellence, Thoughtfulness, Fun, Innovation, Collaboration, and Trust.
SS&C offers a comprehensive benefits package, including health, dental, a 401k plan, and reimbursement for tuition and professional development. We are an Equal Employment Opportunity employer and uphold a commitment to diversity and inclusion.
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