Client Services Analyst 1

Client ServicesAnalyst I

Locations: San Francisco, CA jobs-near-me.org Hybrid (6 days/month in office)

About the Role

Join SS&C’s Client Services team, where financial services meetcutting-edgetechnology.Regardless of theplatformyou support,you’llbe at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships withkey personnel athedge 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.

WhatYou’llDo

As a Client Services Analyst I,you’llplay a critical role in ensuring client success and satisfaction. Your responsibilities will include:

• Engage with Clients:Serve as the first point of contact for client inquiries via phone, email, and web, deliveringtimelyand professional support.

• Resolve Complex Issues:Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.

• Collaborate Across Teams:Work closely with internalteams-includingProfessional Services, Product Management, andProductDevelopment–toensure seamless clientexperiences.

• Support Escalations:Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution andmaintaintrust.

• Build Relationships:Develop strong partnerships with clients, including portfolio managers, traders, andoperationsteams, to understand their needs and deliver value.

• Manage Multiple Priorities:Handle multiple client requests simultaneously whilemaintaininghigh levelsof accuracy, responsiveness, and satisfaction.

• Contribute to Continuous Improvement:Participatein training programs and ongoing development initiatives to enhance your skills and grow within the organization.

WhatYou’llBring

• 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 ina customerservice or client-facing role

Advantageous and Preferred

• 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

WhyYou’llLove It Here

• Training & Growth: Hands-on training, peer coaching, and career pathing across departments like Client Engagement, Product Management, and Sales.

• Work Environment: Hybrid work model, business casual dress code (yes, jeans!), and a collaborative, high-touch service culture.

• Benefits: 401k matching, medical/dental/vision, paid time off, parental leave, and employeeassistanceprograms.

• Culture: Entrepreneurial spirit, open communication, innovation, anda commitmentto diversity and inclusion.

• Perks: Discounts on fitness clubs, travel, and more.

About SS&C

SS&C is a global provider of services and software for the financial services and healthcare industries.With over27,000 employees across110global offices, we are committed to delivering best-in-class service and technology to our clients.