Engage with Clients: Serve as the first point of contact for client inquiries via phone, email, and web, delivering timely and 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 internal teams—including Professional Services, Product Management, and Product Development—to ensure seamless client experiences.
Support Escalations: Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution and maintain trust.
Build Relationships: Develop strong partnerships with clients, including portfolio managers, traders, and operations teams, to understand their needs and deliver value.
Manage Multiple Priorities: Handle multiple client requests simultaneously while maintaining high levels of accuracy, responsiveness, and satisfaction.
Contribute to Continuous Improvement: Participate in training programs and ongoing development initiatives to enhance your skills and grow within the organization.

Requirements

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 in a customer service 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

Benefits

Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401 (k) 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!

Applicant Tracking System Keywords

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

Hard Skills & Tools

SQLUNIXLINUXportfolio accountingtrade order management systems

Soft Skills

verbal communicationwritten communicationproblem-solvinganalytical thinkingclient servicerelationship buildingadaptabilityinitiative