SS&C Technologies

Client Services Consultant

SS&C Technologies

full-time

Posted on:

Location Type: Remote

Location: Connecticut • United States

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Job Level

Junior

Tech Stack

SQL

About the role

  • Serves as point-of-contact for end users for specific module(s), functional and/or business area(s)
  • Perform problem identification & resolution for issues related to specific module(s), functional and business area(s).
  • Provide training to prevent problem reoccurrence and knowledge transfer.
  • Escalate issues to management when appropriate.
  • Understands the business function and works with team to define business requirements
  • Collect, analyze, review, document and communicate business needs and requirements to Product Development.
  • Translate high-level business requirements into functional specifications in use case documentation and manage changes to such specifications.
  • Proactively engage with clients to understand and anticipate their needs to deliver an exceptional client experience
  • Perform special duties/functions assigned by management
  • Work under general direction with minimal supervision
  • Provide support to clients when required, log and classify all issues and requests in the Issue tracking database
  • Continually work to deepen product and industry knowledge.
  • Proactively develop and maintain technical Precision LM and commercial real estate loan industry knowledge
  • Manage the case resolution process for clients by following defined procedures and ensuring cases are resolved within target response times
  • Exchange and share knowledge with the team to maximize knowledge and the effectiveness
  • Identify and escalate problems affecting a number of clients or influencing the timely resolution of one client’s inquiry

Requirements

  • Bachelor’s degree in business or equivalent preferred.
  • 1 to 5 years Customer Service experience, including but not limited to Call Center, Banking, REIT, or Financial Industries.
  • Ability to manage high-pressure client situations and build trust with the clients.
  • Ability to synthesize and communicate complex technical issues to non-technical audiences.
  • Ability to communicate well with both internal and external audiences using excellent interpersonal, client management and communications skills.
  • Outstanding time management skills and attention to details.
  • Loan Servicing experience.
  • Agency experience is preferred (FNMA, FHLMC, HUD, GNMA), but not required.
  • Basic SQL experience is preferred, but not required.
Benefits
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SQLloan servicing
Soft Skills
client managementcommunicationinterpersonal skillstime managementproblem identificationproblem resolutionknowledge transferanalytical skillsattention to detailteam collaboration