Eclipse Client Success Manager
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 Eclipse Client Success Manager Locations : Boston, MA / NYC, NY / Chicago, IL | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. What You Will Get To Do: Your primary focus will be account management, with an emphasis on client retention for existing Eclipse clients and support of the existing Customer Success team. As part of a cross-functional team (Eclipse Client Service), you will gain exposure to various aspects of client interactions, including project work and day-to-day customer support. This role serves as an escalation point for clients throughout their product lifecycle. Responsibilities include conducting check-in calls, managing account changes, and collaborating with the Eclipse Client Service team to ensure a positive platform experience. You will act as the voice of the client, advocating for their needs internally. You will receive training and are expected to develop strong, hands-on product expertise. This position operates within a constantly evolving and complex ecosystem, offering significant opportunities to learn, grow, and deliver meaningful value to clients.
Requirements
- Bachelor’s degree in Finance , Economics, Business, Accounting, or a related field
- 0–2 years of experience in financial services, client services, account management, or operations (internships included)
- Basic understanding of capital markets, hedge funds, and trade lifecycle processes (order entry, execution, allocation, settlement)
- Strong analytical and problem-solving skills with high attention to detail
- Excellent written and verbal communication skills, with the ability to interact professionally with clients and internal teams
- Ability to manage multiple client requests and prioritize effectively in a fast-paced environment
- Proficiency in Microsoft Excel and other Microsoft Office applications
- Strong organizational skills and commitment to delivering high-quality client service
Nice To Haves
- Familiarity with Order Management Systems (OMS), trading platforms, or financial technology systems preferred
Responsibilities
- account management, with an emphasis on client retention for existing Eclipse clients and support of the existing Customer Success team
- gain exposure to various aspects of client interactions, including project work and day-to-day customer support
- serves as an escalation point for clients throughout their product lifecycle
- conducting check-in calls
- managing account changes
- collaborating with the Eclipse Client Service team to ensure a positive platform experience
- act as the voice of the client, advocating for their needs internally
- develop strong, hands-on product expertise
Benefits
- Flexibility : Hybrid Work Model and 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!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
