Client Services Analyst I

SS&C•Jacksonville, FL

3d•Hybrid

About The Position

Join SS&C’s Client Services team, where financial services meet cutting-edge technology. Regardless of the platform you support, you'll be at the forefront of client success—resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge 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. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Requirements

Bachelor’s 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 in a customer service or client-facing role

Nice To Haves

Degree in MIS, Computer Science, Finance, Economics, Math, or a related field
1–2 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

Responsibilities

Serve as the first point of contact for client inquiries via phone, email, and web, delivering timely and professional support.
Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.
Work closely with internal teams—including Professional Services, Product Management, and Product Development —to ensure seamless client experiences.
Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution and maintain trust.
Develop strong partnerships with clients, including portfolio managers, traders, and operations teams, to understand their needs and deliver value.
Handle multiple client requests simultaneously while maintaining high levels of accuracy, responsiveness, and satisfaction.
Participate in training programs and ongoing development initiatives to enhance your skills and grow within the organization.