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Senior Client Services Analyst
SS&C TechnologiesClient Services Senior Analyst ensuring high client satisfaction and retention at SS&C financial services. Act as primary contact for resolving client inquiries and enhancing service experience.
About the role
Key responsibilities & impact- Act as the primary point of contact for client inquiries, issues, and escalations, providing timely and accurate resolutions, primarily for PACER.
- Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.
- Conduct in-depth analysis of client needs and usage patterns to identify opportunities for service improvement and product adoption.
- Collaborate cross-functionally with internal teams (e.g., product development, operations, sales) to ensure seamless client support and issue resolution.
- Provide training and guidance to clients on SS&C products and services, ensuring optimal utilization and understanding.
- Prepare and present client reports, performance metrics, and service level agreement (SLA) reviews.
- Proactively identify potential risks or challenges within client relationships and develop mitigation strategies.
- Participate in client meetings and presentations, representing SS&C Solutions Limited professionally and effectively.
- Contribute to the continuous improvement of client service processes and documentation.
- Stay informed about industry trends, competitive landscape, and SS&C product enhancements to provide informed client support.
Requirements
What you’ll need- Hands‑on experience with SS&C’s PACER asset‑management platform is essential.
- Bachelor's degree in Business, Finance, Information Technology, or a related field.
- Minimum of 3-5 years of experience in a client-facing role, preferably within financial services or technology.
- Proven track record of managing and nurturing client relationships, with a focus on client satisfaction and retention.
- Strong analytical and problem-solving skills with the ability to interpret complex data and identify effective solutions.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
- Proficiency in Microsoft Office Suite, particularly Excel for data analysis and reporting.
- Experience with CRM software (e.g., Salesforce) is highly desirable.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Strong organizational skills with the ability to prioritize tasks and manage multiple client engagements simultaneously.
- Demonstrated ability to learn new technologies and adapt to evolving product offerings.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data AnalysisReportingProblem-SolvingClient SupportService Improvement
Soft Skills
Communication SkillsOrganizational SkillsCollaborationAdaptabilityClient Training