SS&C Technologies

Client Success Manager

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Illinois • Massachusetts • United States

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Salary

💰 $75,000 - $90,000 per year

Job Level

Junior

About the role

  • 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.
  • 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.

Requirements

  • Bachelor’s degree in Finance, Economics, Business, Accounting, or 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)
  • Familiarity with Order Management Systems (OMS), trading platforms, or financial technology systems preferred
  • 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
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
account managementclient retentionproject workcustomer supportcapital marketshedge fundstrade lifecycle processesMicrosoft ExcelMicrosoft Office
Soft Skills
analytical skillsproblem-solving skillsattention to detailwritten communicationverbal communicationinterpersonal skillsorganizational skillsprioritization skillsclient advocacy