Client Advocate

Advent Software•Jacksonville, FL

23d•Hybrid

About The Position

Client Advocate Locations : Jacksonville, FL | Hybrid | Remote 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 Advocate to join our industry-leading Black Diamond Service Team . In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform™ solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University

Requirements

The ideal candidate should be highly motivated with excellent communication and analytical skills.
You're a self-starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment
You have proven work experience as a Customer Success Manager or similar role
You have excellent communication skills, including presentations and written documents
You are a strong problem solver and work cross-functionally to deliver results.
You quickly grasp new and complex topics and communicate them clearly.

Responsibilities

Work directly with clients to help solve their problems and ensure their satisfaction.
Work closely with other teammates to ensure customer questions and concerns are addressed in a timely manner.
Undertake discovery and education activities that help clients troubleshoot our technology and financial industry based issues via phone, email, Salesforce, virtual meetings, and occasional in person scenarios.
Spend time getting to know the client's business model and individual system needs
Act in a consultative manner by offering creative solutions, and proactively identifying opportunities where we can deliver even greater value for our customers through our platform
Pin point the root cause of problems, provide solutions, and own the relationship from start to finish
Educate and train clients on rapidly changing software systems to drive adoption
Troubleshoot platform specific and technology-based issues and work with internal teams to produce a resolution
Be a Black Diamond power user in order to provide the most relevant and creative platform solutions
Have the ability to empathize and connect with clients
Be approachable and display a selfless attitude towards others
Don't be afraid to ask the “why” and continue to learn
Build trust and transparency with your clients to strengthen the relationship they have to the business
Show a 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
Be a great team player that steps up to help others, and sees the positive in any situation
Have fun!
Celebrate with our Product & Development teams as they unveil updates to our platform
Give back and get involved in the community by participating in various philanthropic opportunities and company events