Client Services Analyst

SS&C•Chicago, IL

6d•Hybrid

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. We serve approximately 20,000 financial services and healthcare organizations. This role is part of a growing team with a start-up mentality, offering an exciting growth opportunity in the Fintech industry. The Client Services Analyst will provide technical customer support for the Lightning and Singularity for Banking applications, assist with technical administration and system enhancements, and develop a deep understanding of securities and investment accounting best practices to guide clients. The role requires managing multiple deadlines, prioritizing tasks across clients, and achieving department goals related to client satisfaction and revenue opportunity identification. Other duties may be assigned, including internal project management.

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
Experince with Web-based Software.
SQL.
Mobile Technology
4 Years experience working with Clients and problem solving while providing solutions in a technical environment.
2-4 Years of experience and Strong knowledge of Fixed Income accounting for bonds, funding instruments, collateral, MBS, CLO, Swaps, etc.

Nice To Haves

Strong accounting, finance, or investment knowledge a plus
Knowledge of SQL, mobile technology, web-based software is preferred
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

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