Client Services Analyst
About The Position
SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries. Approximately 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology. This role involves providing technical customer support for the Lightning and Singularity for Banking applications, assisting with new user implementations, system enhancements, and QA testing. The analyst will also be responsible for updating documentation, developing an understanding of securities and investment accounting best practices, and building strong client relationships. The position requires the ability to manage multiple deadlines, multitask, and prioritize effectively to achieve department goals in client satisfaction and revenue opportunity identification. Other duties may be assigned, including the management of internal projects.
Requirements
- Knowledge and/or experience in a Bank Capital Markets, Treasury or Fixed Income Trading environment, either in operations or as a trading floor assistant
- Strong knowledge of Fixed Income accounting for bonds, funding instruments, collateral, MBS, CLO, Swaps, etc.
- Strong analytical ability to perform full range of problem-solving tasks - ability to define problems, collect data, establish facts and draw valid conclusions and effectively adapt to rapidly changing technology
- Excellent written and verbal communication
- Aggressive, competitive self-starter
- Excellent communications and interpersonal skills
- Passionate focus on client satisfaction
- Desire to operate in a fast-paced, entrepreneurial and fun environment
Nice To Haves
- Strong accounting, finance, or investment knowledge a plus
- Knowledge of SQL, mobile technology, web-based software is preferred
Responsibilities
- Provide technical Customer support for the Lightning and Singularity for Banking applications via phone or e-mail to existing customer base
- Assist with the technical administration and execution of new user implementations
- Assist in the design and specifications of system enhancements
- Assist with QA testing of new releases of the application
- Update and enhance documentation on the application, training handouts, procedures, etc.
- Develop and maintain an understanding of securities and investment accounting best practices to use in coaching our clients to successful utilization of our software and services
- Develop detailed knowledge of client companies – decision makers, influencers, types of business units, invested asset. Leverage this knowledge to strengthen and grow relationships with clients
- Ability to track multiple deadlines, multi-task, and prioritize across several clients and internal demands
- Achieve department goals in the areas of client satisfaction, revenue opportunity identification, and other established performance metrics
- Other duties as assigned including the management of internal projects
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
