Client Specialist

SS&C • Jacksonville, FL

1d • Hybrid

About The Position

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Client Specialist Locations : Jacksonville, FL 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 Specialist 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.

Requirements

• The ideal candidate should be highly motivated with excellent communication and analytical skills.
• Within this role, you will build and maintain strategic relationships with existing clients through effective communication in a proactive, consultative and professional manner.
• 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

• You will work directly with clients to help solve their problems and ensure their satisfaction.
• You will also work closely with other teammates to ensure customer questions and concerns are addressed in a timely manner.
• Undertaking 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

Benefits

• Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• 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
• Extra Perks: Discounts on fitness clubs, travel and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed